How to specify class and category on a QBO file

Modified on Mon, 12 Jun 2017 at 06:24 PM

QBO format does not carry the class, so there is no way to specify it.

The best way to deal with this is to edit your vendor records before importing and set expense/income account (category) and class for vendor records.

This way when you are matching imported transactions in Bank Feeds, Quickbooks will prefill account and class field from matched vendor record.


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