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wtph111@aol.com
Level 1

I need to enter this years checks that I have handwritten into QB. How do I do so so that they reflect in the bank account with the correct check#

 
2 Comments 2
JoesemM
Moderator

I need to enter this years checks that I have handwritten into QB. How do I do so so that they reflect in the bank account with the correct check#

I'll be glad to help, wtph111@aol.com.

 

You can directly enter the handwritten checks into your bank register. This way, you can enter the correct date and details into QuickBooks.

 

Here's how:

 

  1. Go to the Accounting menu located on the left side.
  2. Select Chart of Accounts.
  3. Click the View register under the Action column.
  4. Click the Filter drop-down.
  5. Under Transaction Type select Add check.
  6. Fill in the check details.
  7. Hit Save.

Joesem Molat1.JPGJoesem Molat1.JPGJoesem Molat1.JPG

Then, repeat the steps for your next check. You can refer to this article for detailed steps: Add transactions to account registers in QuickBooks Online.

 

In case you want to sort and reorder the list of transactions by date, reference number, type of payment, you may refer to his article: Find, review, and edit transactions in account registers.

 

I'm adding this helpful article that can help you when reconciling in QuickBooks Online: Learn the reconcile workflow in QuickBooks. This also consists of detailed steps in fixing issues during a reconciliation. 

 

Please keep in touch with me here should you need any further assistance with adding a check into your bank register or if you have any Quickbooks concerns. I'm here to help. Have a great weekend!

 

Fiat Lux - ASIA
Level 15

I need to enter this years checks that I have handwritten into QB. How do I do so so that they reflect in the bank account with the correct check#

wtph111@aol.com 

As another option, utilize the trial period of TPImporter to import the Bill Payment or Check data into your QBO account. You may prepare data with the following template

https:// transactionpro.grsm.io/qbo

 

Bill Payments

RefNumberAPAccountVendorTxnDateBank or CC AccountPrivateNoteCurrencyExchangeRateToBePrintedBillApplyToLineAmount
2001 Staples01/11/2020CheckingBill Payment  N101375,53
3454 Green's Taxi Service01/11/2020CheckingBill Payment  N185125,13
321901 Federal Express01/11/2020CheckingBill Payment  N201264,07

 

Checks

RefNumberBankAccountVendorPrintOnCheckNameTxnDateLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteToBePrintedCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101CheckingJoe's Coffee 01/10/2020 12 Main StreetSuite 102  AlbanyNY12345  N  General SuppliesGeneral Supplies85,21           
102CheckingCostco 01/10/2020 PO Box 1000   DallasTX28456  N  General SuppliesGeneral Supplies125           
103CheckingProperty Mgmt Assoc 01/10/2020 PO Box 1800   AlbanyNY12345 Mar 2011 RentN  RentRent1000           

 

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