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juana-mowpros-co
Aug 29, 2023 2:58 PM UTC
Question

Batch Transactions with checks

Can I still have access to Batch Transactions? Preparing cheks in particilar

    4 replies

    ZackE_Moderator
    Moderator
    Aug 29, 2023 3:53 PM UTC

    Welcome to the Community, juana-mowpros-co.

     

    If you're using an Advanced subscription, you can use your Batch Transactions tool to create checks.

     

    Here's how:
     

    1. In the left navigation bar, use your + New button.
    2. Click Batch transactions.
    3. From the Select transaction type drop-down list, choose Checks.
    4. Enter any necessary details in your available columns for each check.
    5. Select Save.



    In the event you're not using an Advanced plan and would like to upgrade, you can do so any time.

     

    I've also included a detailed resource about working with the Batch Transactions screen which may come in handy moving forward: Create multiple bills or expenses using the batch transactions tool

     

    Please don't hesitate to send a reply if there's any additional questions. Have an awesome Tuesday!

    tuck1
    Jan 1, 2024 3:30 PM UTC

    I have QBO Advanced and I am entering historic checks. How do get the check numbers I enter to stop being replaced with 1,2,3... etc... especially on multi-line checks> 

     

    I have use Custome Document Numbers turned on... in the setup.  

    Mark_AG
    Level 1
    Jan 1, 2024 4:59 PM UTC

    Hi there, Tuck.

     

    Let me guide you in inputting your check numbers for your transaction in QuickBooks Online Advanced. Now that you have turned on your Custom Transaction Number, you can manually change the check number per transaction to replace the sequence.

     

    Here's how:

     

    1. Open or create a Check transaction.
    2. Fill in the necessary details and change the Check no field.
    3. Click Save and close.

     

    Furthermore, you may want to consider manually adding transactions to account registers in QuickBooks Online.

     

    Let me know if you have additional queries besides custom check numbers in QuickBooks Online Advance. I'm always here to help.

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    Level 14
    Aug 29, 2023 4:58 PM UTC

    @juana-mowpros-co 

    If you don't use QBO Advanced, you can prepare 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           
    103CheckingProperty Mgmt Assoc ######### PO Box 1800   AlbanyNY12345 Mar 2011 RentN  Common Area MaintenanceCommon Area Maintenance100           
    104CheckingSouthern Bell ######### PO Box 4500   DallasTX28456  N  TelephoneTelephone250.53           

     

    then use an importer tool to proceed

    https://get.transactionpro.com/qbo

     

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