How to map out categories in one transaction?

emilychuilac · ‎03-26-2019

I'm using QuickBooks Online and one feature is to connect with my bank to bring in data. When Square deposits into my bank account, is there any way to set each item to their own category, so that when I add in to my QuickBooks, each item is under the correct category? For example, I do a service and also sell a product in one transaction, but when the amount comes into my bank and QB, it's just letting me to categorize under either service OR product but not directing them to each one.

Thanks!

Emily

Chad · ‎03-28-2019

Hello @emilychuilac!

Are you using our Integration with QuickBooks? If so, your products and categories should be automatically imported.

As far as how things display in QuickBooks, I recommend reaching out to their Support Team. We won't be able to help with their software on the Seller Community.

emilychuilac · ‎03-28-2019

Thanks! I did not know about integration with QuickBooks and am now connected. I'll need to check on the next import to see whether things are itemized though, and that might be a question for Intuit.