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F
fslivestockmarke
March 6, 2021
Question

Import check number and payee

  • March 6, 2021
  • 2 replies
  • 14 views
My check writing is connected to my time clock. I need to import check number and Payee into Quickbooks Online. What is the best way to do that?

2 replies

MaryLandT
MaryLandT
Level 10
March 6, 2021

I'm here to help import your check number and payee in QuickBooks Online (QBO), fslivestockmarke.

 

You need to use the CSV file to import transactions in QBO. Please refer to this link for instructions: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Once the file is ready, you can start importing them to QuickBooks. Let me show you how:

 

  1. Go to the Banking menu, then select Upload from file.
  2. Click Browse and choose the .CSV file.
  3. Select Open, then select Next.
  4. Choose the account from the QuickBooks Account drop-down, then select Next.
  5. Select a Date and a date format.
  6. Select the Description and Amount statement fields.
  7. When you are ready, click Next.
  8. All transactions in your .CSV file will show. If you'd like to exclude transactions, clear the checkbox next to date, then click Next.
  9. Select Yes to import now, then select Let's go!

Now that your transactions are in QuickBooks, it's time to match and categorize them. The transactions go into your accounts after you review them.

 

Stay in touch with me if there's anything else I can help you with importing checks to QuickBooks. I'm always right here to help you.

J
jaramillo
November 9, 2021

This process does not import the check number. It will only import the date, amount and description fields. Is there a way to also get the check number uploaded?

MariaSoledadG
MariaSoledadGQuickBooks Team
QuickBooks Team
November 9, 2021

Let me share with you a few details about importing, jaramillo.

 

For now, you're unable to import check numbers in QuickBooks Online (QBO). You'll want to use a third-party application or manually enter the check number in your QBO account. 

 

However, if you decide to use another application that you can integrate with QuickBooks, you'll want to search them on the hyperlink I've provided above and check out its reviews and ratings. For more questions about importing data, go through this article: Common Questions About Importing Data To QuickBooks Online. 

 

After you have entered and written checks, you'll want to match the downloaded entry to what you've entered in QBO. To give you more information about the process, check this article: Categorize and match online bank transactions in QuickBooks Online.

 

Please touch base with us if you need anything else with importing data. The Community is always here to help you 24/7.

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
March 7, 2021

@fslivestockmarke 

Prepare the Checks data with the following template

RefNumberBankAccountVendorPrintOnCheckNameTxnDateLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteToBePrintedCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101CheckingJoe's Coffee ######### 12 Main StreetSuite 102  AlbanyNY12345  N  General SuppliesGeneral Supplies85.21           
102CheckingCostco ######### PO Box 1000   DallasTX28456  N  General SuppliesGeneral Supplies125           
103CheckingProperty Mgmt Assoc ######### PO Box 1800   AlbanyNY12345 Mar 2011 RentN  RentRent1000           

 

then utilize an importer tool

https:// transactionpro.grsm.io/qbo

 

K
Kelly26
April 4, 2024

Is there a fee to use the 3rd party importer?

 

C
Candice14
Level 8
April 4, 2024

Hey there, @Kelly26. 

 

Thanks for chiming in on this thread. 

 

Depending on which third party importer you use will determine if there is a fee to use it. I recommend looking on the third party's website or plans and pricing. 

 

I hope this answers your question. I'm only a reply away if you need me again. Bye for now! 

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