Hi there, 1231 4629 9848 754.
Thank you for visiting the QuickBooks Community. Users who tried to manually import entries from Excel to include the Category wasn't successfully performed the process. With this, I'll be sharing details on how importing bank entries works in QuickBooks and ensure you'll be able to achieve this matter.
When downloading bank transactions from your bank to QuickBooks, you'll have to make sure the data is in the correct format. That said, you can only upload CSVs with either the following 3-column or 4-column format. The three mandatory fields needed to import successfully into QuickBooks are Date, Description, and Amount Columns. Then, 4 column format has a Date, Description, Credit (money out), and Debit (money in) column. With this, manually imported transactions from Excel to include the Category isn't possible.
To view additional information on how to successfully download transactions in QuickBooks, you can open this article: Manually upload transactions into QuickBooks Online.
Once done, you can review downloaded bank and credit card transactions and put them in the correct category within the QuickBooks system.
After that, you may refer to this article on how you can reconcile your accounts so they always match your bank and credit card statements to avoid differences: Reconcile an account in QuickBooks Online.
Let me know by leaving a reply below if you need further assistance in importing your entries in QuickBooks. I'm always here to help. Take care always.
