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Join nowHow do I import an Excel file into my QB Premier Desktop check register?
THANKS!
Cathy
There isn't a direct way to do this.
However, you can convert the Excel worksheet to an IIF file and then import that IIF file. Use our BRC IIF Transaction Creator Pro to convert an Excel worksheet with your checks or other types of transactions.
Prepare the Checks data with the following template
Bank Account | Payee | Transaction Date | RefNumber | Memo | Address Line1 | Address Line2 | Address Line3 | Address Line4 | Address City | Address State | Address PostalCode | Address Country | Vendor Acct No | Expenses Account | Expenses Amount | Expenses Memo | Expenses Class | Expenses Customer | Expenses Billable | Items Item | Items Qty | Items Description | Items Cost | Items Class | Items Customer | Unit of Measure | Items Billable | Currency | Exchange Rate |
Checking | Sunoco | 01/10/2020 | 100 | Monthly Gas | Sunoco | 1 Main Street | Newtown | NJ | 12345 | USA | Fuel | 25 | John's Car | ||||||||||||||||
Checking | Sunoco | 01/10/2020 | 100 | Monthly Gas | Sunoco | 1 Main Street | Newtown | NJ | 12345 | USA | Fuel | 50 | Karen's Car | ||||||||||||||||
Checking | Michael's Fine Cabinetry | 30/09/2020 | 101 | Unitel | 12 Smith Ave | Anywhere | NH | 22222 | USA | Cabinets | 10 | Cabinets | 150 | Baker, Chris:Family Room | Y |
then utilize one of these importer tools
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
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