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SRWA
June 24, 2021
Question

check import via import/transactions/checks

  • June 24, 2021
  • 2 replies
  • 0 views

I make payments to vendors through online banking. When I attempt to import data from a csv file to the Quickbooks/import/transactions/checks, all the data transfers in with the exception of the check amount. I've tried to paste the data in as a number, as currency and as text. Haven't been able to get it to import, the amount is on the form but when I pull up a check after import, the amounts are always 0.00. I am importing 50 to 60 checks and it is very time consuming to type the amounts in for each check. Not to mention, the possibility of entering in an incorrect amount. 

2 replies

BettyJaneB
BettyJaneB
June 24, 2021

I appreciate you for sharing your imported checks concern here in the Community, @SRWA.

 

I'm here to ensure that you'll be able to import the checks successfully so amounts won't show as zero.

 

When importing transactions in QuickBooks, you'll need to make sure that the mapping of the entries is correct. This way, all the information will show up accurately in the system.

 

In this case, I'd recommend reviewing the mapping of the amount field from the .CSV file. Here's the complete guide that you can check out for more details about the importing process: Import/export CSV files.

 

Once verified and the problem continues, I'd recommend reaching out to our Customer Care Team. They have the tools to check your transactions and verify the reason behind this matter.

 

To contact them: 

  1. Click on Help at the top.
  2. Select on Contact Us.
  3. Choose your preferred way to speak with our representatives.

I've also added these resources to give you more insights about importing entries and managing bank transactions in QuickBooks Desktop: 

Please know that I'm only a post away if you have anything else about importing transactions or with QBDT. Just leave a comment below, and I'll get back to you.

Fiat Lux - ASIA
Fiat Lux - ASIA
June 25, 2021

@SRWA 

Prepare your Checks data with the following tempplate

Bank AccountPayeeTransaction DateRefNumberMemoAddress Line1Address Line2Address Line3Address Line4Address CityAddress StateAddress PostalCodeAddress CountryVendor Acct NoExpenses AccountExpenses AmountExpenses MemoExpenses ClassExpenses CustomerExpenses BillableItems ItemItems QtyItems DescriptionItems CostItems ClassItems CustomerUnit of MeasureItems BillableCurrencyExchange Rate
CheckingSunoco01/10/2020100Monthly GasSunoco1 Main Street  NewtownNJ12345USA Fuel25John's Car             
CheckingSunoco01/10/2020100Monthly GasSunoco1 Main Street  NewtownNJ12345USA Fuel50Karen's Car             
CheckingMichael's Fine Cabinetry30/09/2020101 Unitel12 Smith Ave  AnywhereNH22222USA       Cabinets10Cabinets150 Baker, Chris:Family Room Y  

 

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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