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sfliquidationtru
Level 1

I need to upload and print a batch of checks. The steps I have found online do not work with the current online version. Can someone give me the steps to do this?

 
2 Comments 2
Angelyn_T
QuickBooks Team

I need to upload and print a batch of checks. The steps I have found online do not work with the current online version. Can someone give me the steps to do this?

Hi there, @sfliquidationtru. I'll share with you the steps on how to upload and print batch checks in QuickBooks Online (QBO).

 

In QBO, you can print bulk checks by checking the Print Later box when recording your transactions. After that, reopen your check to proceed with the printing process.

 

  1. Open your check transaction.
  2. Tap on the Print check tab.
  3. Select the checks you need to print, then enter the first check number on the Starting check no. field.
  4. You can either review the printer setup or proceed with printing the checks by clicking on the Preview and print button.

 

To learn more about printing checks in QBO, you can check out this article: Print a check in QuickBooks Online. And, here's how you can print batch checks in QuickBooks Desktop (QBDT): Print checks one at a time or in a batch.

 

On the other hand, you can use an Excel CSV file in 3-column or 4-column format to upload your check entries to QuickBooks. To know more about the process, you can open this link: Manually upload transactions into QuickBooks Online.

 

Once done, you're now ready to categorize the entries to put them in the correct accounts.

 

Let me know if you have any other follow-up questions about uploading or printing your check transactions. I'm more than happy to provide additional assistance.

Fiat Lux - ASIA
Level 15

I need to upload and print a batch of checks. The steps I have found online do not work with the current online version. Can someone give me the steps to do this?

@sfliquidationtru 

Prepare the 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 utilize an importer tool

https://transactionpro.grsm.io/qbo

 

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