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Home > How to Import Using Transaction Pro Importer > Online Importer > Import Products and Services with Categories into QuickBooks Online
Import Products and Services with Categories into QuickBooks Online
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QUESTION

 

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

 

RESOLUTION

 

A separate import type does not exist for importing Categories into QuickBooks Online 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 QuickBooks Online) and the imported Product or Service is placed under that Category in QuickBooks Online. 

 

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 QuickBooks Online as a Category, it will be setup. If Discount does not exist already in QuickBooks Online, 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 QuickBooks Online 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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