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Level 1

How to import checks to the register with more details?

How can i import an excel file of checks and import the detail including the account customer description
2 Comments
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Moderator

How to import checks to the register with more details?

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.

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Level 14

How to import checks to the register with more details?

@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  

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