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.
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
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:
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.
Hey there, @cicadallc.
Thanks for reaching back out to us. Let me share some insight.
The reason that this could be happening is due to not having Excel on your computer. If you do, I recommend reaching out to our Customer Support Team for additional assistance. Here's how:
It's that simple!
Let me know how it goes. I want to ensure that you get back to running your business. Take care!
I want to ensure you're able to export your bank transactions, cicadallc.
When exporting your bank transactions on the banking page, you'll have the export to excel icon, as shown by my colleague @ShiellaGraceA on her screenshot. To make sure we're on the same page, can you add more details about the export is to numbers, not excel that you've mentioned in your previous reply? This way, we'll have a better picture of what happened.
In case you need tips and related articles when managing bank feeds, feel free to visit our Banking page on our Community website for more insights.
Looking forward to hearing from you, cicadallc. Keep safe and have a great day!