cancel
Showing results for 
Search instead for 
Did you mean: 
AL_67
Level 3

Import Bank Transactions WITH Category

We're trying to get all of our banking transactions for 2020 imported so we can start 2021 all caught up. We just started using QBO about 4 months ago and have struggled through issues, and are ready to upload an entire year's worth of transactions for multiple bank accounts that are not able to be connected for online import.

 

We kept banging our head against the wall because the import for bank transactions never offers to let us map the category (account.) 

 

I stumbled on the following post that says we cannot import category, even though we have already recorded the category for each transaction in Excel, where many similar transactions can easly be CATEGORIZED at once.

 

It is time consuming and error prone to manually categorize online many transactions, when an import with Category seems simple programmatically, and logical. Yes there are rules that can be setup.

 

Am I missing something, or must we relly sit there like monkeys and manually categorize? 

 

Thanks

 

https://quickbooks.intuit.com/learn-support/en-us/bank-transactions/import-bank-transactions-using-e...

You can upload CSVs with either the following 3-column or 4-column format. These are the only columns QuickBooks can handle and this order.

The 3 column format

This format has a Date, Description, and Amount column.

 ABC
1DateDescriptionAmount
21/1/2018Example of a payment-100.00
31/1/2018Example of a deposit200.00

 

The 4 column format

This format has a Date, Description, Credit, and Debit column.

 ABCD
1DateDescriptionCreditDebit
21/1/2018Example of a payment100.00 
31/1/2018Example of a deposit 200.00

 

Tip: You can add more transaction info, like the category or payee, after you upload them into QuickBooks Online.

Solved
Best answer December 29, 2020

Best Answers
Ryan_M
QuickBooks Team

Import Bank Transactions WITH Category

Hi @AL_67,

 

Thank you for the generous amount of detail you included in your post. I'll answer this query for you about the import process of online bank accounts in QuickBooks Online (QBO).

 

As you can see on the two available formats you have for this process, there isn't an option to include a category. You'll have to categorize these transactions in the For review tab.

 

Another option you have for this matter is to look for a third-party app that you can sync to QBO and provide you this function. Open this page to search for an app: QuickBooks Apps Store

 

Do you have other questions for me regarding QBO? Feel free to post a reply, and I'll get back to you. 

View solution in original post

2 Comments
Ryan_M
QuickBooks Team

Import Bank Transactions WITH Category

Hi @AL_67,

 

Thank you for the generous amount of detail you included in your post. I'll answer this query for you about the import process of online bank accounts in QuickBooks Online (QBO).

 

As you can see on the two available formats you have for this process, there isn't an option to include a category. You'll have to categorize these transactions in the For review tab.

 

Another option you have for this matter is to look for a third-party app that you can sync to QBO and provide you this function. Open this page to search for an app: QuickBooks Apps Store

 

Do you have other questions for me regarding QBO? Feel free to post a reply, and I'll get back to you. 

View solution in original post

AL_67
Level 3

Import Bank Transactions WITH Category

Thank you @Ryan_M  .

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up