Importing Categories from QuickBooks or Quicken
You can import categories from QuickBooks Online, QuickBooks Desktop, or Quicken to use in Invoice/Receipt Manager.
Click the
Settings
button in Invoice/Receipt Manager.
You see a screen like this:
Click the
Manage Item List
tab.
You see a screen like this:
Click
Import from accounting services
.
Select one of the import options and follow the on-screen instructions.
Click the checkboxes for the categories that you want to be displayed in the Invoice/Receipt Manager Edit window and click
Close
.
Note:
Imported items depend on the selected accounting service.
Parent topic:
Selecting Invoice/Receipt Manager Settings