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Level 1

Is there a way to upload a spreadsheet to create multiple checks to a template in quickbooks so I don't have to manually enter hundreds of checks?

I have over 700 checks to issue to clients, I have them in a spreadsheet can I upload them to quickbooks and have quickbooks create those checks so that all I have to manually do is print the checks?
4 Comments
QuickBooks Team

Is there a way to upload a spreadsheet to create multiple checks to a template in quickbooks so I don't have to manually enter hundreds of checks?

Hello @kgarbeg.

 

I understand that it would be a big help for you to upload multiple checks from the spreadsheet to QuickBooks. However, this feature is not available in QuickBooks Online. What I can suggest is to use a third-party application. 

 

You can use this article to know what are the integrated apps to QuickBooks Online: QuickBooks Apps

 

I'd also encourage you to visit our QuickBooks Blog, so you'll get an update with our product improvements: QuickBooks Blog.

 

The Community is around the corner if you have more questions about QuickBooks. Have a good one.

Level 15

Is there a way to upload a spreadsheet to create multiple checks to a template in quickbooks so I don't have to manually enter hundreds of checks?

@kgarberg 

You may utilize an importer tool

https:// transactionpro.grsm.io/qbo

 

Prepare the Checks data with the following template

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           
103CheckingProperty Mgmt Assoc 01/10/2020 PO Box 1800   AlbanyNY12345 Mar 2011 RentN  Common Area MaintenanceCommon Area Maintenance100           
Level 1

Is there a way to upload a spreadsheet to create multiple checks to a template in quickbooks so I don't have to manually enter hundreds of checks?

Would this also work for a deposit that has several hundred entries?  I may only have 10 checks, but the line items for each check can be over a hundred.  I make nearly the same deposit each month, and its very tedious.

Thank you.

Level 15

Is there a way to upload a spreadsheet to create multiple checks to a template in quickbooks so I don't have to manually enter hundreds of checks?

@lbauer 

Prepare the Deposits data with the following template and utilize the importer tool as I mentioned earlier

DepositToAccountLocationEntityLineDescLineAmountAccountPaymentMethodPaymentRefNumberClassCashBackAccountCashBackAmountCashBackMemo
Checking RobertDeposit 10Account1Cash     
Checking RobertDeposit 20Account1Check12345    
Checking RobertDeposit 30Account1Cash     

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