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November 1, 2020
Question

How to import checks to the register with more details?

  • November 1, 2020
  • 2 replies
  • 12 views
How can i import an excel file of checks and import the detail including the account customer description

2 replies

QuickBooks Team
November 1, 2020

Hi there, Esther17520.

 

When importing transactions on your register, there is a file format that QuickBooks Online (QBO) accepts. You can either use 3-column or 4-column.

 

As of now importing the details including the account customer description is not an option. In the meantime, what you can do is to add a note on the Memo field when reviewing and categorizing your data.

 

To know more about importing your transactions, see below articles:

If you need more help, let me know by commenting below. I'm always around to help. Have a nice day.

May 14, 2026

How to import checks into the register without it going to the bank transactions.

When I go to settings: import: select bank data; all they give me is importing it to the online transactions which I do not want, because I don't want to have it double.

QuickBooks Team
May 15, 2026

Selecting Bank Data routes your files directly into your bank feed, Bank Transactions. QuickBooks does this by design so you can review and match transactions to prevent duplicates.
 

To import checks directly into your register without going through the bank feed, you need a specific import option.
 

Here’s How:
 

  • You can import checks directly. Go to Settings > Import Data and select Checks from the dropdown menu. (This option is only available on the Advanced plan).  
     

If you are using a lower subscription plan, the Checks option will not appear in your import dropdown. Instead, you can:
 

  • Manually enter the checks by clicking +Create > Check.
  • Use a third-party data import app from the QuickBooks App Store.

 

By understanding how different plans handle data routing, you can better manage your transaction workflows. Also, selecting the right import method for your specific plan ensures your checks are recorded exactly where they belong without disrupting your day-to-day review process.

 

Should you have additional questions, feel free to reply below.

Fiat Lux - ASIA
Level 14
November 1, 2020

@Esther17520 

Utilize the trial period of TPImporter

https:// transactionpro.grsm.io/qbo

 

Prepare your Checks data with the following template

Bank AccountPayeeTransaction DateRefNumberMemoAddress Line1Address Line2Address Line3Address Line4Address CityAddress StateAddress PostalCodeAddress CountryVendor Acct NoExpenses AccountExpenses AmountExpenses MemoExpenses ClassExpenses CustomerExpenses BillableItems ItemItems QtyItems DescriptionItems CostItems ClassItems CustomerUnit of MeasureItems BillableCurrencyExchange Rate
CheckingSunoco01/10/2020100Monthly GasSunoco1 Main Street  NewtownNJ12345USA Fuel25John's Car             
CheckingSunoco01/10/2020100Monthly GasSunoco1 Main Street  NewtownNJ12345USA Fuel50Karen's Car             
CheckingMichael's Fine Cabinetry30/09/2020101 Unitel12 Smith Ave  AnywhereNH22222USA       Cabinets10Cabinets150 Baker, Chris:Family Room Y