If you are looking for a fast an easy way to import journal entries into QuickBooks Online, if you haven’t already, take a free trial of our Transaction Pro Importer App.
Some of the most common use case scenarios for a check import are listed below:
- Importing Payroll Data after each payroll.
- Importing Checks from an External Commission system that need to be printed.
- Importing Monthly or Daily Activity from another account system.
Tips and Tricks when creating your Import file and Transaction Pro Importer mapping:
- If you have a check that has multiple distribution lines on it repeat the same value on every line (eg a transaction id or check number) and then Transaction Pro will know to group the multiple lines onto one check.
- The App support both account numbers and account names. However, only include either the lowest sub-account number or the entire account name in your import file and not both.
- Fields will become required if you decide to use either products or services on the Item Tab (map to the QuickBooks fields LineItem and LineAmount) or if you use Expense Accounts on the Accounts Tab (ExpenseAccount and ExpenseAmount).
Below is a screen shot showing all the fields available for import on a journal entry in Transaction Pro Importer. You can also find a direct link to this field description document here.
Below is a screen shot of an actual check entry from QuickBooks Online with all the Transaction Pro Importer field names noted.
Any questions or comments on how to import checks into QuickBooks Online feel free to post them below.