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CharleneMaeF
QuickBooks Team

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I know the reason why the Payee column is blank, Paul.

 

It's possible that you've exported bank transactions from the Categorized page. It's the reason why the Payee column is empty. We can only export the entries with the payee in the For review tab.

 

Alternatively, I recommend exporting the transactions from the Bank Account History page. Here's how:

 

  1. Go to the Gear icon and then select Chart of Accounts.
  2. Select the account where the transactions are added.
  3. Choose Account history.
  4. Filter the correct dates and other details.
  5. Once done, hit Export to Excel.

 

I've added a screenshot below of how the data looks like after exporting:

image.png

 

Aside from your bank transactions, you can also export reports, lists, and other data from your QuickBooks Online account. I've added these resources below for your reference:

 

 

The Community team and I are always ready to provide answers if you have additional questions regarding exporting or importing bank data in QBO or categorizing them.