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?

Answer

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!

Was this answer helpful? Yes No
Original
IntuitJuViel , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.