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adriennefran
Level 1

Importing Checks to Quickbooks Online

Is it possible to import checks to QBO with multiple line items without paying for a third-party app? Our company is comprised of commission reps, and I log their expenses manually within the check that I cut them every month. I've worked out how to do it with Transaction Pro, and I see other bulk import apps out there, but it seems like I should be able to do it without paying extra.

6 Comments
LieraMarie_A
QuickBooks Team

Importing Checks to Quickbooks Online

I'd be glad to discuss this in detail, @adriennefran.

 

You can connect your bank account in QuickBooks to import your transactions including your checks. The program automatically downloads the last 90 days of transactions recorded by your bank. However, these transactions aren't in the program just yet.

 

Once downloaded, you can categorize them to make sure that they are recorded in the correct accounts. You can follow the steps provided in this article: Assign, categorize, edit, and add your downloaded banking transactions.

 

You may also create bank rules. This will speed up your work in classifying a regular recurring transaction. For more details, refer to this article: How to use Bank Rules?

 

If you want to get older transactions from your bank, you can manually upload your transactions into the program.

 

If you have other concerns, don't hesitate to comment down below. I'm always ready for help. Have an awesome day.

adriennefran
Level 1

Importing Checks to Quickbooks Online

Thank you, Liera. We bank with Edward Jones, and unfortunately Quickbooks does not have a relationship with them to be able to connect to our bank account online. In any case, I'm actually looking to be able to import the line item expenses within the checks themselves--not the general bank transactions--so connecting our bank account wouldn't solve the problem. I will likely just pay the $10 month to continue using Transaction Pro, because I've everything I've seen leads me to using pay bulk import apps. Thanks, though.

Fiat Lux - ASIA
Level 15

Importing Checks to Quickbooks Online

@adriennefran 

If you are in trial period of TPI, make sure to utilize the promo code.

https:// transactionpro.grsm.io/qbo

Use promo code 20PERCENTOFF at checkout, valid until April 30th, 2020.

A Ellis
Level 1

Importing Checks to Quickbooks Online

We just converted to QB Online Advanced and I want to upload a bill that has over 100 line items. Is there an Excel or csv import template I could use? 

Jen_D
Moderator

Importing Checks to Quickbooks Online

Thanks for reaching out to us regarding this import concern, @A Ellis,

 

Importing bills using a CSV file is currently unavailable in QuickBooks Online. To go about this, you can find a third-party importer app to bring in the bills for you.

 

We have a business applications website where you can find QuickBooks compatible tools. There you can find apps to bulk delete QuickBooks data and at the same time import entries seamlessly.

 

Click this link to our app website to pick the right tool for you: QuickBooks Apps

 

When you're on the website, just type the keyword "import" to filter the list. Also, if you need help with app suggestions and integrations, we have a separate forum called Intuit Developers. This page is where you can find and connect with brilliant developers. 

 

They can help with app recommendations, give real-time advice with tools that's perfect for you. To ask questions to our developers: Intuit Developer Support

 

Kindly post here again if you have other questions or concerns about data import or anything else. I'll be right here to help you. Have a nice day!

Fiat Lux - ASIA
Level 15

Importing Checks to Quickbooks Online

@A Ellis 

Prepare your Bills data

RefNumberAPAccountVendorPrintOnCheckNameTxnDateDueDateSalesTermLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office SuppliesFor Anne25.1           
101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  TelephonePhone Cards50.25           
101 Staples #########15/11/2020  100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use        MP3 PlayerBlue MP3 Player255    
185 Green's Taxi Service ######### Net 30 1 Main Street   San DiegoCA12345    Transportation 125.13           
201 Federal Express ######### Net 30 PO Box 1800   DallasTX23456    Delivery Chargestracking number 1234525.15           
201 Federal Express ######### Net 30 PO Box 1800   DallasTX23456    Delivery Chargestracking number 1235885.3           
201 Federal Express ######### Net 30 PO Box 1800   DallasTX23456    Delivery Chargestracking number 1238765.12           
201 Federal Express ######### Net 30 PO Box 1800   DallasTX23456    Delivery Chargestracking number 1239188.5           

 

then utilize an importer tool

https:// transactionpro.grsm.io/qbo

 

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