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Is it possible to export transactions in the "For Review" tab of a bank account to Excel as opposed to those in the register (besides "cut and paste")?

 
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Best answer 06-17-2019

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QuickBooks Team

Re: Is it possible to export transactions in the "For Review" tab of a bank account to Excel as o...

Hi @matt.henterly,

 

Currently, there isn't an option to export your list of bank transactions in the For Review tab as an Excel file.

 

Thus, what you've been doing is the only workaround and the option we have as of this time.

 

But don't worry, I'll pass along your request to our product developers. This way, they'll know of your need for such exporting preference for your bank transactions.

 

In addition, you can visit our QuickBooks Online Blog so you'll be updated with all new feature released in our software.

 

Lastly, you can also read this article which can be your guide for any future tasks: Add and Match Downloaded Banking Transactions.

 

Please let me know in the comment section down below if you have any other questions. I'll be always around ready to help.

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Highlighted
QuickBooks Team

Re: Is it possible to export transactions in the "For Review" tab of a bank account to Excel as o...

Hi @matt.henterly,

 

Currently, there isn't an option to export your list of bank transactions in the For Review tab as an Excel file.

 

Thus, what you've been doing is the only workaround and the option we have as of this time.

 

But don't worry, I'll pass along your request to our product developers. This way, they'll know of your need for such exporting preference for your bank transactions.

 

In addition, you can visit our QuickBooks Online Blog so you'll be updated with all new feature released in our software.

 

Lastly, you can also read this article which can be your guide for any future tasks: Add and Match Downloaded Banking Transactions.

 

Please let me know in the comment section down below if you have any other questions. I'll be always around ready to help.

View solution in original post

Not applicable

Re: Is it possible to export transactions in the "For Review" tab of a bank account to Excel as o...

Ok, thanks for the update - just wanted to confirm that there are no other options.

Not applicable

Re: Is it possible to export transactions in the "For Review" tab of a bank account to Excel as o...

I wanted to echo this request. It would be a really helpful feature to have and it seems like an easy enough from a development perspective that hopefully you can add it!
Moderator

Re: Is it possible to export transactions in the "For Review" tab of a bank account to Excel as o...

Thanks for doing a follow up about exporting list of bank transactions, ShadePower.

 

I understand how the workflow you're looking for would be beneficial to your business. Though our Feedback Board has been closed, I can pass another request here on my end.

 

For the time being, you can visit our blog and register to our Newsletter. This way, you’ll receive email updates about what new changes and features, and hopefully your suggestion would be one of them.

 

You may find these recommended articles helpful in the future:

You can always contact me if you have follow up questions concerning your QuickBooks Online account. I am more than happy to further help.

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