Automated Expense Classification for QuickBooks CSVs with AI
Use Excel and AI-powered formulas to auto-label QuickBooks Online CSV transactions with consistent expense categories.
Who is this for?
This guide is for Accountants and Bookkeepers processing high-volume bank feeds who want to use Excel's AI capabilities to automate expense classification.
Step-by-Step Guide
Common Pitfalls & Troubleshooting
- AI returns long sentences: Refine your prompt to say "Return ONLY the category name, no other text."
- Formula errors (#VALUE!): Check if you have internet access and if the Excel Labs pane is signed in.
- Inconsistent Categories: Provide the AI with a specific list of allowed categories in the prompt (e.g., "Choose from: Meals, Travel, Supplies").
Why Users Choose Excel with AI
Excel's AI-powered formulas can reduce transaction categorization time from several hours to under 30 minutes, even with high-volume datasets of 500+ transactions. The AI typically delivers more consistent categorization than manual methods, and since the results stay in Excel, you can easily review, adjust, and export the classified data back to QuickBooks without switching between multiple platforms.
Get started with Trinity
Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Excel sitting right next to you.
What happens when you click "Start with Trinity"
- 1Connect your microphoneGive permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
- 2Share your screenShare the screen you are working on so Trinity can see what you're doing and provide guidance.