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SabinaS
August 11, 2022
Solved

Import Employee Check (IIF or CSV)

  • August 11, 2022
  • 1 reply
  • 0 views

Hello Quickbooks Community,

I'm trying to upload checks payable to employees in IIF or CSV file. I'm using QB Desktop. 

The available import kit doesn't have a template for such upload. Could you please advise on the format for any of those two import types?

Thank you in advance!

Best answer by Fiat Lux - ASIA

@SabinaS 

You can utilize a 3rd party importer tool to do so. Check transactions can be made payable to Customers, Employees, Other Names, as well as Vendors. When importing Checks, map the column that contains the names to the QuickBooks field Payee on the Importer mapping screen. Importer will look for a match in all name lists. If Importer finds a match, it will add the transaction to that already existing name in your company file. If Importer does not find a match, a new Vendor will be created in your company file unless the option DO NOT ADD NEW VENDORS is selected in OPTIONS in Importer.

https://transactionpro.grsm.io/qbd

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

 

1 reply

BigRedConsulting
BigRedConsulting
August 11, 2022

Import these checks as CHECK transactions.

I'd expect the IIF kit to have an example for checks. Are you sure it doesn't?

S
SabinaSAuthor
August 12, 2022

There's a WRITE CHECK template, but it's related to vendor. Here's a screenshot of the portion of this entry:

 

But unfortunately, there's no template for the CHECK issued to employee.

Fiat Lux - ASIA
Fiat Lux - ASIAAnswer
August 12, 2022

@SabinaS 

You can utilize a 3rd party importer tool to do so. Check transactions can be made payable to Customers, Employees, Other Names, as well as Vendors. When importing Checks, map the column that contains the names to the QuickBooks field Payee on the Importer mapping screen. Importer will look for a match in all name lists. If Importer finds a match, it will add the transaction to that already existing name in your company file. If Importer does not find a match, a new Vendor will be created in your company file unless the option DO NOT ADD NEW VENDORS is selected in OPTIONS in Importer.

https://transactionpro.grsm.io/qbd

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

 

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