Skip to main content
K
KMA2020
June 5, 2023
Question

Externally categorised bank transactions

  • June 5, 2023
  • 1 reply
  • 0 views

A new client has set-up QuickBooks and connected the bank feeds.


For many years, he has used a spreadsheet system, taking the bank CSV and analysing out categories before handing to the accountant. 

 

So not to duplicate effort, is there a way to upload the transactions manually into the bank feed with the categories already selected rather than having to go through the categorisation effort again?

1 reply

Q
QueenC
June 5, 2023

Hello there, @KMA2020.

 

In QuickBooks Online (QBO), the ability to manually upload bank transactions that are already categorised isn't available. I can certainly see how much of a difference it would make for companies like yours. Aside from it'll bring convenience, it will also help users like you save some time. 

 

Since we value your voice and dedicate time to focus on features that'll help your overall QuickBooks experience be worth it, I would recommend sending a request for this feature to our Product Developers. 

 

Here's how:

 

  1. 0Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4. Click Next to submit.

 

You can also make use of this link in sending your feedback and get the latest updates from our development team: QuickBooks Online Customer Feedback.

 

Please note that a new feature will go through extensive testing to ensure that it is fully functional before being implemented. No worries, once a new update will be released, you'll be notified through email. 

 

Additionally, when you download transactions from your bank connected to QBO, you need to categorise them so they go into the right accounts. However, we can create bank rules to speed up the review process since it automatically categorise transactions for you. Should you want to know the step-by-step process, kindly refer to this article: Set up bank rules to categorise online banking transactions in QuickBooks Online.

 

Drop a reply anytime if you still have questions or concerns with regard to managing your bank transactions in QuickBooks Online. I'll be here to assist you further. Take care and have a nice day ahead.

Terms & ConditionsAccessibility statement