Let me provide steps to help you manage your batch checks, Christina.
Download a batch checks into a spreadsheet is unavailable in QuickBooks Online (QBO). You can download them using the Check Detail Report in Excel or CSV format.
Here's how:
- From the Left panel, click Report.
- In the Find Report by name dropdown, locate the Check Detail Report.
- Then, in the upper right corner, click the Export/print dropdown and choose how to export them.
In importing checks to QBO, you can use a CSV file format and upload it through the banking transaction. Let me share the steps below.
- Go to the Banking menu, then select Upload from the file.
- Click Browse and choose the. CSV file.
- Select Open, then select Next.
- Choose the account from the QuickBooks Account dropdown, then select Next.
- Select a Date and a date format.
- Select the Description and Amount statement fields.
- When you are ready, click Next.
- All transactions are in. CSV file will show. If you'd like to exclude transactions, clear the checkbox next to the date, then click Next.
- Select Yes to import now, then select Let's go!
Printing batch checks is possible in QBO. Navigate it through New+, then click Print checks, select multiple checks, and print them. Refer to this article for more information on correctly printing checks: Print a check.
Additionally, I'm adding this article to guide you in achieving automatic download of transactions when connecting to your bank: Categorize online bank transactions.
Please keep us posted on any additional queries regarding managing checks. We will do our best to help. Have a good day ahead.
