Banking

Thanks for getting back @TUBR. 

Allow me to chime in and provide additional input about changing QuickBooks's category and CSV file format. 

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.

For more details, check out this article: Format CSV files in Excel to get bank transactions into QuickBooks.

Changing the QuickBooks category batch by batch is currently not possible. You'll need to modify the category manually in the Banking section (if you didn't categorize the expenses yet) or the Register (if you are done adding them). 

In Banking, here's how: 

1. Go to the Banking menu and select For review. 
2. Double-click the expenses and pick the appropriate category. 
3. Hit Add. 

In Register:

1. Choose Accounting and click Chart of Accounts. 
2. Select the account and double-click the expenses. 
3. Pick the appropriate category and hit Save. 

Also, check out the articles below to find out how to fix some importing errors and reconcile banks:

• Common errors for importing bank transactions using CSV
• Reconcile an account in QuickBooks Online.

If you need any further assistance with your QuickBooks Online financial transactions, I'll be available to provide it. Enjoy yourself and have a good one, @TUBR.