Need an excel file that we may use to import a check run of approximately 150 checks (non-payroll). Where do I find a check run sample excel file so it'll upload easily?


Glad to see you here in the Community, futuresfoundatio..

I am here to provide information to you on how to import your non-payroll check information into QuickBooks Online.

In order for you to import your data, your file must be a CSV file (comma-separated values). Your CSV file should contain at least the following information: Date, Description and Amount. I have a sample CSV file for your references.

After making sure that your file has the correct format already, you may import it into the system.

Here’s how:

  1. Got to Banking from the left menu.
  2. Select File Upload.
  3. Click Browse and choose the appropriate .CSV file then click Next.
  4. Select the bank or credit card account then click Next.
  5. Map the statement fields according to your .CSV file's format then click Next.
  6. Click Next.
  7. Choose Yes on the notification asking if you want to import now.
  8. Select Let’s go when you get the Import Completed window.

Once the data is imported, you can see it displayed under the For Review tab in the Banking page.

For a more detailed instruction, you may refer to this article: Import bank transactions from Excel CSV file to QuickBooks Online

If you need more assistance in recording your transactions, please feel free to leave a comment below. Have a great day ahead!

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