I saw a QBO update now has check auto import from the bank downloads. How do you set up this function and it is only for a specific level of QBO? Advanced only?

See pic attached. This is from the QBO June 2022 Newsletter about Check Auto Import. I can confirm that I've seen this with one of my other clients and it's helping me code transactions much quicker. You can actually see the cleared check rather than having to go log into the bank account. It's a great feature. I just can't see it on any of my other 10 clients's books. The client I saw it with has QBO essentials. Not sure if it's something I need to add or if it's automatically added. I log in using my QBO Accountant account and then get onto the client books via the accountant access they give me.

Thank you for getting back to us, Beverly. I wish I could make it better. 

You've got me here to share some insights about the auto-import feature in QuickBooks Online (QBO) that you see in one of your client's books. 

We don't currently have any new information on the release of QuickBooks' list of supported banks. For consideration in upcoming updates, you can provide our product engineers with Feedback on this one. 

Here's how:

1. Navigate to the Gear icon in the upper right corner of your company and select Feedback under Profile.
2. Enter your product suggestions in the Feedback window.
3. Click Next to submit.

You can also visit our Firm of the Future website to stay updated on our New Features and Innovations. 

You can check this article for more information: What's new in QuickBooks Online: June 2022. 

Don't hesitate to post again if you have other questions about the auto-import feature in QuickBooks. I'm always right here to provide the information that you need. 

Hi, kmason. It is a pleasure to have you visit our Community forum. We are here to provide information about the auto-import feature in QuickBooks Online (QBO).

We understand the relevance of performing any activities within your program efficiently. The ability to auto-import in QBO is only available in the QBO Advanced version. This feature imports check images along with bank feeds from supported U.S. banks. This way, you can review images without leaving the bank transaction screen. Visit this link for further details: Check the image auto-import feature in QuickBooks Online.

You'll want to upgrade your QuickBooks plan to have more features. Please check out this article: Upgrade or downgrade your QuickBooks Online edition.

We're always available at any time, kmason. Please don't hesitate to click the Reply button below if you have further concerns. The Community is available 24/7. Have a nice day!

Thank you for joining this thread, LauraB77.

We realize the value of utilizing the feature described above for your business needs. It simplifies your tasks by enabling you to review checks without navigating away from the bank transaction screen.

We're unable to provide a list of participating banks that support the Check the image auto-import feature. At the moment, I recommend sharing your feedback about the list of Financial Institutions (FIs) to our developers. This way, they'll consider incorporating it in future updates.

Here's how:

1. In your company, head to the Gear icon in the upper right and select Feedback under Profile.
2. Type a brief description of your product suggestions in the Feedback field.
3. Click Next to submit.
   
   

Discover the latest updates on new features, product enhancements, and resources to support your business growth by browsing the QuickBooks Blog.

Also, explore the links below to find helpful resources on effectively handling your bank entries, reconciling your credit card or bank statements, and streamlining the categorization process for downloaded data:
 

• Bank transactions
• Set up bank rules to categorize online banking transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online
  
  

If you require further assistance navigating the program or have any other banking-related concerns, drop a comment below. I'm more than will to provide the help you need. Have a great weekend ahead, LauraB77.