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What are QuickBooks Categories?

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You can group your products and services in QuickBooks. By dividing your sales and inventory into specific categories and sub-categories, you can save time and find products and services easily.

After you have added the new categories, go back into the Soldo web console and select Integrations then Marketplace. Click on the Refresh button in the active QuickBooks Integration tab. It may take a couple of minutes for the list to finish refreshing.

You must set Categories (and Tax Rates) before you can export a transaction to QuickBooks from Soldo.

Check out this link for more information on QuickBooks’ site.

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The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.