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?