Thanks for clarifying your goal, Paul.
I'll ensure you can include your payee data when you export bank transactions from QuickBooks Online (QBO).
Before anything else, I'd like to know which specific area in QuickBooks you tried to export your bank transactions.
The Payee data won't show if you export the transactions from the Categorised tab. If you perform this from the For Review section, the payee column will include its data.
Also, please ensure that there's an assigned payee to each transaction before exporting.
If it happens from the For Review section, I recommend signing in to a private browser and trying to export your bank transaction there. Feel free to follow these shortcut keys:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Microsoft Edge: press Ctrl + Shift + N
- Safari: press Command + Shift + N
If this works, clear the cache of your regular browser to eliminate piled-up data. If the issue persists, you can use another supported browser or device.
If you experience the same issue, you can categorise your transactions into a specific account. Then, go to the Chart of Accounts (COA) and export the transactions to show the payees on your exported file.
Here's how:
- Select Chart of Accounts from the Transactions tab.
- Find and double-click the account where you placed those transactions.
- You can filter the date by clicking the Funnel icon.
- Once done, click the Export to Excel icon.
Also, I'll share this article if you want to pull up a report that displays transactions by account: Run reports in QuickBooks Online.
If you have any other concerns about exporting bank transactions from QBO, don't hesitate to leave a reply below. We're here, ready to lend a hand. Have a great week ahead, and stay safe.
