IamjuViel
QuickBooks Team
QuickBooks Team
‎January 25, 2019 09:31 AM

Banking

Hello there, @kane_2.

 

You’re already on the right track! Allow me to help walk you through importing your check transactions into QuickBooks Desktop using an excel or CSV file.

 

Here’s how:

  1. Go to Accountant.
  2. Choose Batch Enter Transactions.
  3. From the Transaction type drop-down, choose Checks.
  4. Choose the appropriate bank or credit card account where it will be recorded.
  5. Open your spreadsheet and arrange it the way the columns in QuickBooks papers. Or you may click on the Customize button to re-arrange the columns in QuickBooks to match what you have in your file.
  6. Copy and paste the transactions from your spreadsheet or excel file to QuickBooks.
  7. Click Save Transaction.
  8. Hit Yes.
  9. Click OK.

On the other hand, yes, you can print all checks you’ve created and recorded in QuickBooks all at once. Here’s how:

  1. Go to Write checks.
  2. Click the Print drop-down arrow, choose Batch.
  3. Choose the Bank account where the checks are recorded.
  4. Enter the number of the First Check to be printed.
  5. Put a check mark on all the checks you want to print.
  6. Click Ok.

On the Print Checks window:

  1. Choose the Printer’s name.
  2. Select the Printer type.
  3. On the Check Style section, choose if you want to print the check as Voucher, Standard or Wallet.
  4. If your pre-printed checks already have your company name and address on it, uncheck the box Print company name and address.
  5. Check and make sure all other settings are correct.
  6. Click Print.

That should do it! Make sure that your QuickBooks software is updated to the latest version so you will not have problems during the importing process.

 

If you need further help with the steps above, I’d recommend reaching out to Technical Support team. A specialist will be able to look up your account securely and further assist you via remote access session.

 

Here’s how to contact us:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Stay in touch with me to let me how it works on your end. I’m always here to help in importing and printing your check transactions by batch in QuickBooks Desktop.

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