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larrylbr
Level 1

Are cheque images also imported and linked to transactions if i directly connect a bank account? If not, then it's challenging to categorize cheque payments, is it not?

 
3 Comments 3
LeithG
Level 7

Are cheque images also imported and linked to transactions if i directly connect a bank account? If not, then it's challenging to categorize cheque payments, is it not?

Hi Larrylbr

 

Check images are not part of the import process when your bank account is linked; however, you could download the image from your bank website and attach it to the transaction if you were so inclined.

If you think this would be a handy automated feature, there's always the Feedback button under the Gear icon in QBO where you can submit suggestions like this.

Nick K
QuickBooks Team

Are cheque images also imported and linked to transactions if i directly connect a bank account? If not, then it's challenging to categorize cheque payments, is it not?

Hi larrylbr,

 

Being able to categorize your cheque payments is a great way to keep organized and save time. I'd be happy to help you with linking your cheque images to your payments.

 

QuickBooks Online makes attaching an image to a transaction or payment easy so you can save time and get back to business. In order to attach an image or PDF to your transactions you'll need to follow these simple steps:

  1. Open the desired transaction.
  2. From the bottom left, select Attachments.
  3. Browse and select the document you want to attach.
  4. Select Open, then Save and close.

You can find out more about the file formats you can use and what type of transactions attachments work by following this link.

 

Have a great day!

CathyDM
Level 1

Are cheque images also imported and linked to transactions if i directly connect a bank account? If not, then it's challenging to categorize cheque payments, is it not?

I see that check images are now coming over with each transaction.   Is there a way to automatically save these images?  Or do I have to download each one?

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