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C
cicadallc
March 6, 2022
Question

In Banking I have several "For Review" to categorize and post. I want to export to excel, fill in the categories, import

  • March 6, 2022
  • 1 reply
  • 0 views
I'm trying fill in excel and have it post automatically

1 reply

Rubielyn_J
Rubielyn_J
March 6, 2022

Let me provide some information about exporting transactions in QuickBooks Online, @cicadallc.

 

When uploading a CSV file, the format only includes the Date, Description, and Amount column. That being said, you'll have to manually categorize the transactions on your banking page. 

 

For additional info, please refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Moving forward, you may use bank rules to automatically categorize transactions from your bank. For detailed insights, you can utilize this link: Set up bank rules to categorize online banking transactions.

 

In addition to that, learn how to reconcile your accounts so they always match your bank and credit card statements.

 

Fill me in if you have other questions about managing banking transactions in QuickBooks. I'll be happy to lend a helping hand. 

C
cicadallcAuthor
March 6, 2022

I would like to export to excel so I can have a third party who incurred the expenses to put a description in category or match and let me import back to banking and auto fill in description under Misc

S
ShiellaGraceA
March 6, 2022

Thanks for getting back to us, @cicadallc.

 

I'll walk you through how to export your bank transactions. All you have to do is click on the Export icon from the Banking page. Here's how:

 

  1. Go to Banking and then choose the Banking tab.
  2. Highlight the bank account you wish to export the transactions with.
  3. Select the For review tab and then tap the Export icon beside the Printer icon.
  4. This will download your transactions into Excel Spreadsheet.

 

 

 

After categorizing your transactions, continue with importing them to QuickBooks. You can refer to the article posted by my peer @Rubielyn_J for details.

 

Additionally, here's a link that'll help you manage bank-related tasks. It has our general banking-topics with articles: Find help with bank feeds and reconciling accounts.

 

Drop a reply anytime below if you have follow-up questions or concerns with bank transactions. I'll be here for you. Take care and have a wonderful rest of the day.

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