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R
ricksterstap-gma
February 17, 2025
Question

Importing ebay fees data no splitting out shipping expense

  • February 17, 2025
  • 1 reply
  • 0 views

I use Quickbooks import feature to bring in my sales and expense data from ebay.  I have done this for some time and it mostly works perfect.  The one thing that doesn't quite work properly is how the ebay fees are imported.  It will show both the "final value fees" and "shipping costs" as ebay fees.  It does actually split out the advertising expenses as ebay fees advertising.  Is there a way that the shipping expense can be dropped into a shipping expense account instead of being show as an ebay fee?  My fix up to this point is going through my fees to find what I believe are shipping expenses and changing the account to shipping fees.  Not overly complicated but does consume time.  Thanks in advance for any assistance.

1 reply

J
Jessavell_A
February 17, 2025

Yes, you can set up bank rules to automatically post those transactions to the shipping expense account when importing in QuickBooks Online (QBO), Rick. I'm here to share some steps to ensure the names of your transactions will be categorized correctly.


Downloading transactions from your bank requires categorization to appropriate accounts and bank rules speed up this review process by creating automated rules. To do this, here's how:

 

1. Click the Gear icon. Then, select Rules.

2. Choose a New rule.

3. Enter a name in the What do you want to call this rule? field.

4. From the Apply this to transactions that are ▼ dropdown, select Money in.

5. From the in ▼ dropdown, choose your specific bank account.

6. Set the rule conditions. Create a rule with a maximum of five conditions by selecting +Add a condition.

7. In the Conditions fields, determine if the rule should apply to Description, Bank text, or Amount. Then, choose Contains, Doesn't contain, or Is exactly to define how QuickBooks will implement the rule.

8. Configure the rule settings by selecting the Transaction type, Category, Tags, and  Payee. Click Save to apply the rule.

 

For complete details, you can check this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

If you want to reconcile the account, follow the guide in this article: Reconcile an account in QuickBooks Online.

 

Additionally, we have a great avenue that can help your bookkeeping workflow. You can check our QuickBooks Live Expert Assisted. It's an additional service that will help you keep your business organized.

 

Please come back any time you need additional assistance with importing your data from eBay to QBO. I'll be sure to keep an eye out for your response and always be around to help you. Take care and have a great day!

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