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ap5129497-gmail-
Level 2

Importing Products from Excel

While importing products from an Excel spreadsheet, I discovered that if you place a colon (:) in the Product Name field, then the importation process creates a category. This turns out to be quite useful, except that one has to be careful not to add any extra spaces etc. Also, it only seems to work one level deep, so I don't think you can create sub-categories.

 

Q) Is there a document or FAQ that provides details of how importing products from Excel works, so that we don't have to discover these nice features by accident? For example, is there a way that I can add a preferred vendor in the spreadsheet, so that I don't have to edit hundreds of line items individually after importing them from a spreadsheet?

 

For an example of the above "category:item" scheme, you can create a category called "Cars" of which GM, Ford, Toyota are items by editing the "Products" column in an excel file to contain the following

Cars:GM

Cars:Ford

Cars:Toyota

 

But you can't create a hierarchical system with subcategories by using a scheme such as

Cars:Toyota:Camry

Solved
Best answer March 09, 2021

Best Answers
LieraMarie_A
QuickBooks Team

Importing Products from Excel

Way to go, @ap5129497-gmail-.

 

Let me share additional info about importing products/services from excel to QuickBooks. Yes, if you're importing categories and sub-categories, the product name would be formatted with the parent separated from the category and sub-category by a colon.  

 

  • For categories only: [Name of category]:[Name of product/service]
  • For categories and sub-categories: [Name of category]:[Name of sub-category]:[Name of product/service]

 

Moreover, we can only add the preferred vendor after importing them from the spreadsheet. I can understand how this would be handy, though. Being able to add them from the spreadsheet would save time as you won't have to edit them individually after moving them to QBO. Rest assured that I'll also relay this message to our team in concern here on my end and add your vote for this one.

 

You can check out these articles for more details on how importing your lists from Excel to QuickBooks Online works:

 

If you have any other questions, just let me know and I'll be happy to help. Thanks again for reaching us and have an awesome day!

View solution in original post

1 Comment
LieraMarie_A
QuickBooks Team

Importing Products from Excel

Way to go, @ap5129497-gmail-.

 

Let me share additional info about importing products/services from excel to QuickBooks. Yes, if you're importing categories and sub-categories, the product name would be formatted with the parent separated from the category and sub-category by a colon.  

 

  • For categories only: [Name of category]:[Name of product/service]
  • For categories and sub-categories: [Name of category]:[Name of sub-category]:[Name of product/service]

 

Moreover, we can only add the preferred vendor after importing them from the spreadsheet. I can understand how this would be handy, though. Being able to add them from the spreadsheet would save time as you won't have to edit them individually after moving them to QBO. Rest assured that I'll also relay this message to our team in concern here on my end and add your vote for this one.

 

You can check out these articles for more details on how importing your lists from Excel to QuickBooks Online works:

 

If you have any other questions, just let me know and I'll be happy to help. Thanks again for reaching us and have an awesome day!

View solution in original post

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