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Help Finding a Single Formula

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(@pjward)
Posts: 1
New Member
Topic starter
 

Hello! I have been trying to find a way to make bank reconciliations in QuickBooks quicker by using excel. When I download the bank statements into excel, the transaction descriptions vary, therefore a simple "match" formula won't work.  After MANY different combinations of formulas, I found a formula to return the answers that I need, BUT each set of descriptions needs a DIFFERENT formula!  Does anyone know a SINGLE formula that would work?

I made a sample spreadsheet to show seven different types of descriptions the bank may give.  I put the formula that I used to return the correct answer under the answer.  The table printed onto the second page.

Thank you!

 

 
Posted : 11/07/2025 12:10 pm
Riny van Eekelen
(@riny)
Posts: 1262
Member Moderator
 

@pjward

May I suggest that you upload your example spreadsheet, in stead of a PDF. Much easier to work with data in an Excel file.

 
Posted : 11/07/2025 6:32 pm
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