"chart of accounts" account catagory


can web connect import (.QBO file) into QuickBooks include the "chart of accounts" account as a column, or does this have to be done manually for each credit card import transaction within QuickBooks. I cannot find the column or format I need in CSV2QBO to accomplish automated import. 

asked Nov 7, 2013 by Greg

1 Answer

Best answer
QBO files do not have the category field. QuickBooks assign the category during import based on the following:
  • If a payee has associated expense account (category), it will be used for imported transaction. Edit the payee/vendor list categories before importing
  • Use the renaming rules in QuickBooks to assign the category based on condition for payee or description.
answered Nov 7, 2013 by sergiy
Welcome to Propersoft Q&A, where you can ask questions and receive answers from other members of the community.

Ask conversion expert:

I have:

I need to convert to or import into: