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Anonymous
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When importing a large list of services there is no field to map my categories even though category is a field in QB online.

 
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QuickBooks Team

When importing a large list of services there is no field to map my categories even though category is a field in QB online.

Hi, luke24,

 

I'm here to guide you through importing your services in QuickBooks Online (QBO).

 

Importing products and services doesn't include a category column. You need to categorize each service after the import process.

 

I highly suggest using the sample Excel file to see how your data should look like. After that, you can transfer your services using the steps outlined below:

 

Import your products and services

  1. Go to Settings , then select Import Data.
  2. Choose Products and Services.
  3. On the Import products and services page, click Browse to get the Excel file.
    importservices.PNG
  4. Map your information by clicking each drop-down menu, then click Next.
    importservices1.PNG
  5. Select Overwrite all values for each product or service with the same name. Make sure everything looks correct because this can't be undone, then hit Import.
    importservices2.PNG
  6. Once done, you can start grouping your services into different categories.

Check out the Import products and services from Excel page for additional information about the steps given above.

 

I've added this article: Move your lists to learn how to import your data to QuickBooks. It includes detailed steps and sample Excel files for your guidance.

 

Let me know if there's anything else you need, and I always have your back.

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