Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowHi there, @greveteam32.
We're unable to itemize your expenses into product/service categories in the For Review section. Though, you can categorize them per account.
Here's how:
I've included an article that'll help you in assigning and categorizing your transactions: Assign, categorize, edit, and add your downloaded banking transactions.
Fill me in if you have additional QuickBooks questions. I'll be around to help. Have a great day!
You may prepare your data in XLS and import them in bulk as Cash Purchase by TPI for Online
https:// transactionpro.grsm.io/qbo
The template should be like this
RefNumber | BankAccount | Vendor | PrintOnCheckName | TxnDate | Location | AddressLine1 | AddressLine2 | AddressLine3 | AddressLine4 | AddressCity | AddressState | AddressPostalCode | AddressCountry | PrivateNote | ToBePrinted | Currency | ExchangeRate | ExpenseAccount | ExpenseDesc | ExpenseAmount | ExpenseBillableStatus | ExpenseBillableEntity | ExpenseClass | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineBillableStatus | LineBillableEntity | LineClass | Location |
101 | Cash On Hand | Joe's Coffee | 01/10/2020 | 12 Main Street | Suite 102 | Albany | NY | 12345 | N | General Supplies | General Supplies | 85.21 | ||||||||||||||||||||
102 | Cash On Hand | Costco | 01/10/2020 | PO Box 1000 | Dallas | TX | 28456 | N | General Supplies | General Supplies | 125 | |||||||||||||||||||||
103 | Cash On Hand | Property Mgmt Assoc | 01/10/2020 | PO Box 1800 | Albany | NY | 12345 | Mar 2011 Rent | N | Rent | Rent | 1000 |
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.