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SabinaS
Level 2

Import Employee Check (IIF or CSV)

Hello Quickbooks Community,

I'm trying to upload checks payable to employees in IIF or CSV file. I'm using QB Desktop. 

The available import kit doesn't have a template for such upload. Could you please advise on the format for any of those two import types?

Thank you in advance!

Solved
Best answer August 11, 2022

Best Answers
Fiat Lux - ASIA
Level 15

Import Employee Check (IIF or CSV)

@SabinaS 

You can utilize a 3rd party importer tool to do so. Check transactions can be made payable to Customers, Employees, Other Names, as well as Vendors. When importing Checks, map the column that contains the names to the QuickBooks field Payee on the Importer mapping screen. Importer will look for a match in all name lists. If Importer finds a match, it will add the transaction to that already existing name in your company file. If Importer does not find a match, a new Vendor will be created in your company file unless the option DO NOT ADD NEW VENDORS is selected in OPTIONS in Importer.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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10 Comments 10
BigRedConsulting
Community Champion

Import Employee Check (IIF or CSV)

Import these checks as CHECK transactions.

I'd expect the IIF kit to have an example for checks. Are you sure it doesn't?

SabinaS
Level 2

Import Employee Check (IIF or CSV)

There's a WRITE CHECK template, but it's related to vendor. Here's a screenshot of the portion of this entry:

 

Screenshot at Aug 11 17-23-01.png

But unfortunately, there's no template for the CHECK issued to employee.

Fiat Lux - ASIA
Level 15

Import Employee Check (IIF or CSV)

@SabinaS 

You can utilize a 3rd party importer tool to do so. Check transactions can be made payable to Customers, Employees, Other Names, as well as Vendors. When importing Checks, map the column that contains the names to the QuickBooks field Payee on the Importer mapping screen. Importer will look for a match in all name lists. If Importer finds a match, it will add the transaction to that already existing name in your company file. If Importer does not find a match, a new Vendor will be created in your company file unless the option DO NOT ADD NEW VENDORS is selected in OPTIONS in Importer.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

SabinaS
Level 2

Import Employee Check (IIF or CSV)

Thank you for your suggestion! I reached out to them, and unfortunately they only can import checks assigned to customer, vendor, or other name (not the employee).

I hope there's still another way 🤞🏼

LeizylM
QuickBooks Team

Import Employee Check (IIF or CSV)

I know another way to achieve this, SabinaS. 

 

I know the importance of being able to seamlessly import employee checks to QuickBooks. While this option isn't available, you may consider using a third-party importer tool. I'd suggest visiting our Intuit App Center to look for one.

 

Here's how:
 

  1. Go to https://desktop.apps.com/home.
  2. From the QuickBooks Compatibility section, choose the QuickBooks Desktop version you're using.
  3. Type in the clue word of the specific app you're looking for in the Search field and click the magnifying glass to search.

 

You can read these articles to learn more about IIF import and export limitations: 

 

 

Keep me posted if you have any other concerns or questions about importing an employee's checks. I’ll be around ready to help you. Take good care.

BigRedConsulting
Community Champion

Import Employee Check (IIF or CSV)

@SabinaS  RE: I reached out to them, and unfortunately they only can import checks assigned to customer, vendor, or other name (not the employee).

 

You can import checks for employees using our BRC IIF Transaction Creator.

 

It'll create an IIF file you can import directly into your check register from a list of checks on an Excel worksheet, optionally with the checks marked to print.

Fiat Lux - ASIA
Level 15

Import Employee Check (IIF or CSV)


@SabinaS wrote:

unfortunately they only can import checks assigned to customer, vendor, or other name (not the employee).

I hope there's still another way 🤞🏼


 

@SabinaS 

I checked with one of their Supports and they confirmed that checks can be made payable to employees also.

 

SabinaS
Level 2

Import Employee Check (IIF or CSV)

Great -- Thank you! Is there a version for the Macos?

Fiat Lux - ASIA
Level 15

Import Employee Check (IIF or CSV)

We have yet to find any migration tool for QBD Mac. Consider running QBD Pro on Parallels to work with the migration tool if this issue is important to your daily work.

AlcaeusF
Moderator

Import Employee Check (IIF or CSV)

Hello Fiat Lux - ASIA,

 

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

 

We love to see members supporting one another! Have a great day.

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