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stmarkanglicanch
Level 1
posted
‎January 27, 2024 04:23 PM
last updated ‎January 27, 2024 4:23 PM

I have an entire year of checks to enter. Is there a CSV Template that could get me those entries without having the key them all? Date, supplier, account name, amount?

 
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2 Comments 2
4Gal
Level 11
‎January 27, 2024 07:23 PM

I have an entire year of checks to enter. Is there a CSV Template that could get me those entries without having the key them all? Date, supplier, account name, amount?

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

 

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Erika_K
QuickBooks Team
QuickBooks Team
‎January 27, 2024 09:40 PM

I have an entire year of checks to enter. Is there a CSV Template that could get me those entries without having the key them all? Date, supplier, account name, amount?

Hello, mark. 

 

In QuickBooks Online (QBO), CSV templates for check entries are currently unavailable. We may have to enter the checks into the program manually.

 

However, we can utilize third-party applications just like what 4Gal has suggested. This way, we can enter our checks seamlessly. 

 

Furthermore, refer to these resources to learn more about managing your checks in QBO: 

 

 

Don't hesitate to leave a comment if you have additional queries regarding transaction management in QBO. Keep safe! 

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