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Import Products and Services with Categories into QBO

QUESTION

How are Product Categories imported into QuickBooks Online (QBO) with Transaction Pro Importer? How are Products & Services imported into the Categories?

RESOLUTION

A separate import type does not exist for importing Categories into QBO with Transaction Pro Importer. Categories are setup during a Product & Services import. 

When importing Products & Services, the name contains a name followed by a colon and then another name, the name before the colon is setup as a Category (if it does not already exist in QBO) and the imported Product or Service is placed under that Category in QBO. 

For Example:

The Category is NED's Computer Parts and the Product is Discount. In the import the file, the name would need to be NED's Computer Parts:Discount. Please note that there is no space before or after the colon.

If NED's Computer Parts does not exist already in QBO as a Category, it will be setup. If Discount does not exist already in QBO, it will be setup and placed in the Category NED's Computer Parts.

If Discount does already exist in another Category or in no Category, then QBO will not move the existing Product or Service to the category NED's Computer Parts. Instead, it will set up a new Discount service under NED's Computer Parts. At this time, there is not a way to move existing Products and Services to different Categories after the initial setup with an import.

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  • 28-Jun-2020
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