In Banking I have several "For Review" to categorize and post. I want to export to excel, fill in the categories, import

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:

1. Go to Banking and then choose the Banking tab.
2. Highlight the bank account you wish to export the transactions with.
3. Select the For review tab and then tap the Export icon beside the Printer icon.
4. This will download your transactions into Excel Spreadsheet.

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.

Ok, first the export is to numbers, not excel.  Why?  

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: 

1. Go to the Help (?) icon in the top right-hand corner. 
2. Click the Contact Us button. 
3. Give a brief description of the problem and tap Let's talk.
4. Scroll down and choose to Get a callback.

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 have excel 

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!

When exporting to Excel, are those transactions removed from the Banking Transactions area in QBO? I don't want to remove them. I just want to send my client a spreadsheet to look at and provide me with the information I need to categorize the transactions.

Thanks for joining this thread, 5birdiesfor73.
 

When exporting transaction data to Excel from your Bank transactions screen, you won't be removing any transactions from the list. Instead, a .csv file is created and downloaded to your computer. This file can be opened and worked with in Excel.
 

I've included an image showing myself exporting my own transaction data to Excel from the Bank transactions screen:


 

As you can see, my transactions remain on the list while my .csv file is downloaded.
 

I've also included a detailed resource about categorizing bank transactions which may come in handy moving forward: Categorize online bank transactions
 

Please feel welcome to send a reply if there's any additional questions. Have a lovely Thursday!

Thanks! The client said he didn't code and accept anything, but he must have done something to cause most of the 135 transactions to be accepted into the bank check register. There were only 19 left when I went back to look; many of them categorized incorrectly.

When I exported to Excel, I selected the first page of transactions (50) before exporting. Could that have caused the problem? It didn't look like you selected anything before exporting. Is that correct? If that is correct, how many transactions got exported to Excel?

I just want to be sure I don't repeat the problem. It took a while to get the transactions back into the Banking Transactions area so they could be coded correctly.

Thanks

It's crucial to track your records accurately in QuickBooks Online (QBO), 5birdiesfor73. Allow me to help you manage transactions within the program.

You can review the Audit log in QBO to confirm and monitor the actions taken, identifying the individuals responsible for modifications and their specific tasks.

Please note that exporting transactions to Excel doesn't affect the categorization or appearance of the Banking page. Therefore, it isn't the cause of the issue you're experiencing. Additionally, the number of transactions shown on the Banking page is equivalent to the number of transactions that will be exported to Excel. If you want to modify this, change the Page size by selecting the small Gear icon.

You can also reconcile an account in QuickBooks Online. It makes sure they always match your bank and credit card statements.

I'll be sure to touch base if there's anything else you need to clarify about banking tasks. Kindly hit the Reply button to notify me. I'm available 24/7 to help you. Keep safe.

Thanks! Forgot about the audit log.

Hello there, 5birdiesfor73.

I'm glad that everything is already okay. Anyway, if you have any other concerns, you can always get back to us anytime. We'll always be right here to help. Have a nice day!