The problem I have with quickbooks at the moment is that the report in the example I uploaded is both a list of both income (sales) and expenses. From my very limited knowledge of quickbooks (just signed up 3 days ago) is that you have to separate them into one category or another. So my plan would be to organize the information via the pivot tables. Create two separate files and then upload them. And if that doesn't work, then just dump quickbooks and go back to my handy excel spreadsheet, this time with categorized expenses instead of the usual summary which is what I've been doing this past year.