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kim-onboard-char
Level 1

I'm trying to import an Excel spreadsheet but my categories don't match the options given me, how can I add more categories to the import so I can import my spreadsheet?

 
3 Comments 3
Rubielyn_J
QuickBooks Team

I'm trying to import an Excel spreadsheet but my categories don't match the options given me, how can I add more categories to the import so I can import my spreadsheet?

Let me provide some information on how you can import transactions in QuickBooks Self-Employed, @kim-onboard-char.

 

When importing data in your account, we follow the 3-column or 4-column format in Excel. Then, if you want to select the categories, you'll not put them in the spreadsheets but in the Transactions menu. 

0import111.PNG

 

For more insights about the process, you can read and utilize this resource: Manually import transactions into QuickBooks Self-Employed.

 

On the other hand, if you want to add or custom new categories, here's an article you can refer to: Custom categories in QuickBooks Self-Employed

 

Additionally, I've attached a link to help you learn the basics of QuickBooks Self-Employed: QBSE Overview.

 

Keep me posted if you have further questions about importing data in QuickBooks. I'll be happy to help you more. Stay safe.

kim-onboard-char
Level 1

I'm trying to import an Excel spreadsheet but my categories don't match the options given me, how can I add more categories to the import so I can import my spreadsheet?

Thank you,

 

I have a spreadsheet with over 2 months of over 150 transactions while I’ve been searching for an accounting program that works for me.  The spreadsheet has 10-12 columns/categories. Date, Source, Description, Overhead, Supplies, Food Purchased, Taxes paid, shipping paid, card processing fees, orders, taxes charged, charity, etc.,  if I cannot match my categories and import my spreadsheet in its entirety without duplicating all my past work, QuickBooks will not work for me.

jamespaul
Moderator

I'm trying to import an Excel spreadsheet but my categories don't match the options given me, how can I add more categories to the import so I can import my spreadsheet?

Hello, Kim. 

 

I see that you've also posted on a different thread. My colleague has responded to you with the details about adding categories in QuickBooks Self-Employed. 

 

You can check the thread here: Direct link to the thread

 

Please let me know if you have other questions regarding QuickBooks.

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