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MCooney
Level 3

PRODUCTS AND SERVICES -BULK IMPORT

We regularly import multiple products into Products & Services by csv.  However, it does not import CATEGORY into QBO which is a big issue for us as we have 1000s of products under multiple categories. 

Has anyone got a workaround for this.  I have been sending feedback since Jan 2023 and I see from other posts this is an issue since 2020 and maybe before.

5 REPLIES 5
Ashleigh1
QuickBooks Team

PRODUCTS AND SERVICES -BULK IMPORT

 Hello Mcooney, thanks for posting on the Community page, we appreciate what you are saying and have left it back as feedback, we have passed this on as well to the team. It goes on demand so if there is lots of customers asking it about it may be a feature that comes out in the future. 

Fiat Lux - ASIA
Level 15

PRODUCTS AND SERVICES -BULK IMPORT

@MCooney 

Like this one?

NameTypeUnitPriceSKUQtyOnHandInvStartDateInvAssetAccountSalesDescriptionTaxablePurchaseDescriptionPurchaseCostIncomeAccountExpenseAccount
Gift CertificateNonInventory25    $50 Gift CertificateY$50 Gift Certificate15Product SalesPurchases
Music TitlesNonInventory20    Artist CDsYArtist CDs12.5Product SalesPurchases
HandheldsNonInventory100    Portable Game PlayerYPortable Game Player50Product SalesPurchases
SoftwareService59.95    1 Year WarrantyY1 Year Warranty32.5Product SalesPurchases
Extended WarrantyService29.95    1 Year Extended WarrantyY1 Year Extended Warranty15.25Product SalesPurchases
Magazine SubscriptionService12.95    Annual Magazine SubscriptionYAnnual Magazine Subscription10Product SalesPurchases

 

MCooney
Level 3

PRODUCTS AND SERVICES -BULK IMPORT

Yes but the CATEGORY field is not an option for importing.

Fiat Lux - ASIA
Level 15

PRODUCTS AND SERVICES -BULK IMPORT

You need an importer tool to do so

https://get.transactionpro.com/qbo

 

MCooney
Level 3

PRODUCTS AND SERVICES -BULK IMPORT

I just found out... By preceeding the Product / Service name (in the import file) with the CATEGORY name followed by a colon, this successfully imports the category into Quickbooks Online!  Tried and tested today. 

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