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Buy nowI 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
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:
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.
Prepare your checks data with the following template
RefNumber | BankAccount | Vendor | PrintOnCheckName | TxnDate | Location | AddressLine1 | AddressLine2 | AddressLine3 | AddressLine4 | AddressCity | AddressState | AddressPostalCode | AddressCountry | PrivateNote | ToBePrinted | Currency | ExchangeRate | ExpenseAccount | ExpenseDesc | ExpenseAmount | ExpenseBillableStatus | ExpenseBillableEntity | ExpenseClass | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineBillableStatus | LineBillableEntity | LineClass |
101 | Checking | Joe's Coffee | ######### | 12 Main Street | Suite 102 | Albany | NY | 12345 | N | General Supplies | General Supplies | 85.21 | |||||||||||||||||||
102 | Checking | Costco | ######### | PO Box 1000 | Dallas | TX | 28456 | N | General Supplies | General Supplies | 125 | ||||||||||||||||||||
103 | Checking | Property Mgmt Assoc | ######### | PO Box 1800 | Albany | NY | 12345 | Mar 2011 Rent | N | Rent | Rent | 1000 | |||||||||||||||||||
103 | Checking | Property Mgmt Assoc | ######### | PO Box 1800 | Albany | NY | 12345 | Mar 2011 Rent | N | Common Area Maintenance | Common Area Maintenance | 100 |
then use an importer tool to proceed
https://get.transactionpro.com/qbo
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