Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
BZ304
Level 1

Uploading list of checks to be created in QBO

I would like to upload an Excel file of vendors and the amounts to be paid and have QBO record the transactions and print the checks. This is only done annually. What is the process to do that

2 Comments 2
Kurt_M
QuickBooks Team

Uploading list of checks to be created in QBO

It's our pleasure to have you in the Community space today, @BZ304. We'll help you get your data into QuickBooks Online (QBO) and print checks.

 

Before anything else, know that you'll have to import your vendors and transactions separately inside your company file and ensure it meets the formatting that QBO accepts. Once done, here are the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the top-right corner, click the Gear icon.
  3. Select Import Data.
  4. Choose what type of data you want to import.
  5. Upload your file.

 

For more information, see this article: Common questions about importing data to QuickBooks Online.

 

You can also look for a third-party app that can help you accomplish this feat. Feel free to visit page: https://quickbooks.intuit.com/app/apps/home/

 

For printing checks, we recommend checking this article for further guidelines: Print a check in QuickBooks Online.

 

In addition, we've got this article to help you ensure your transaction's format is on point, manage transactions, and reconcile an account inside QBO:

 

 

@BZ304, we look forward to having you here again if you need help getting your data into QuickBooks. Also, feel free to comment below if you have any additional questions related to the program. Keep safe.

4Gal
Level 11

Uploading list of checks to be created in QBO

@BZ304 

Prepare your checks data with the following template

RefNumberBankAccountVendorPrintOnCheckNameTxnDateLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteToBePrintedCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101CheckingJoe's Coffee ######### 12 Main StreetSuite 102  AlbanyNY12345  N  General SuppliesGeneral Supplies85.21           
102CheckingCostco ######### PO Box 1000   DallasTX28456  N  General SuppliesGeneral Supplies125           
103CheckingProperty Mgmt Assoc ######### PO Box 1800   AlbanyNY12345 Mar 2011 RentN  RentRent1000           
103CheckingProperty Mgmt Assoc ######### PO Box 1800   AlbanyNY12345 Mar 2011 RentN  Common Area MaintenanceCommon Area Maintenance100           

 

then use an importer tool to proceed

https://get.transactionpro.com/qbo

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us