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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.
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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.
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Like this one?
| Name | Type | UnitPrice | SKU | QtyOnHand | InvStartDate | InvAssetAccount | SalesDescription | Taxable | PurchaseDescription | PurchaseCost | IncomeAccount | ExpenseAccount |
| Gift Certificate | NonInventory | 25 | $50 Gift Certificate | Y | $50 Gift Certificate | 15 | Product Sales | Purchases | ||||
| Music Titles | NonInventory | 20 | Artist CDs | Y | Artist CDs | 12.5 | Product Sales | Purchases | ||||
| Handhelds | NonInventory | 100 | Portable Game Player | Y | Portable Game Player | 50 | Product Sales | Purchases | ||||
| Software | Service | 59.95 | 1 Year Warranty | Y | 1 Year Warranty | 32.5 | Product Sales | Purchases | ||||
| Extended Warranty | Service | 29.95 | 1 Year Extended Warranty | Y | 1 Year Extended Warranty | 15.25 | Product Sales | Purchases | ||||
| Magazine Subscription | Service | 12.95 | Annual Magazine Subscription | Y | Annual Magazine Subscription | 10 | Product Sales | Purchases |
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Yes but the CATEGORY field is not an option for importing.
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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.