How to import Categories and subcategories from QuickBooks Desktop dedicated field.

Short Answer: You can’t. Unfortunately, QuickBooks has not provided access to this field for third-party developers.

Workaround

A workaround to automatically map Categories and Subcategories with inSitu Sales is to create custom fields. Here’s how you can do it:

1. Create Custom Fields: In QuickBooks, create custom fields such as “Category” and “Subcategory.”

2. Recognize Fields in inSitu Sales: These custom field names will be automatically recognized by inSitu Sales and mapped to the corresponding fields.

Step-by-Step Guide:

Creating Custom Fields in QuickBooks

1. Open QuickBooks and go to the Lists menu.

2. Select Item List.

3. Double-click on the item you want to categorize.

4. In the item window, click on Custom Fields.

5. Click on Define Fields.

6. Create custom fields named “Category” and “Subcategory.”

7. Click OK to save.

Mapping Custom Fields in inSitu Sales

1. Ensure that the custom fields created in QuickBooks are recognized by inSitu Sales.

2. Run the web connector.