How to Import Checks into QuickBooks Online?

Are you thinking about finally converting your dull old data sheets into an easily-accessible document? Thanks to QuickBooks Online, it’s easier to track data changes in real-time without sacrificing work hours to free yourself from the mundane, endless manual update.

Now you can import Checks into QuickBooks Online without worrying about errors and discrepancies and updating your spreadsheet before you get left out.

Autymate now fully syncs data from your excel sheet into the cloud, so you can monitor your accounts seamlessly throughout the day using QuickBooks Online.

In this article, we’ll take you by the hand on how to import Checks into QuickBooks Online.

Import Checks into QuickBooks Online Guide

Autymate Transactions for QuickBooks Online makes it easy to import your Checks from Excel/CSV/Text/JSON/XML files or Cloud(GoogleSheets etc.) directly into QuickBooks Online.

To get started, you’ll need the following:

An active Autymate My Transactions account and an active QuickBooks Online account to import your Checks. There are two ways to get started right now:

1. Autymate My Transaction App Store (Recommended. If you are logged into your QuickBooks Online account)
2. Autymate My Transaction Free Trial Link (If you are not logged into your QuickBooks Online account, you may use this way.)

Watch the video:

[Video]

Steps to Import Checks into QuickBooks Online:

To import your Checks into QuickBooks Online using Autymate My Transactions, follow the steps below:

1. Select your source from the source dropdown e.g. CSV, Excel [Gif]
2. Select your destination (QuickBooks Online) from the destination dropdown. [Gif]
3. Select how you want your Auty-mation to run e.g. File Upload [Gif]
4. Select the action to be done in destination e.g. Create Checks [Gif]
5. Upload your source file, which has the Checks that you want to import and review the file data. [Gif]
6. Connect new or choose from your existing QuickBooks Online Connections [Gif]
7. Map the columns from your source data file to the corresponding fields in QuickBooks Online {List of all fields section link} [Gif]
8. Preview or fix your invoices data before finally Importing to QuickBooks Online. [Gif]
9. Name and finish your Auty-mation to import Checks into QuickBooks Online with one click for future files. [Gif]

A few essential things to remember:

It is crucial to map the source file columns to the correct QuickBooks Online fields in Mapping step of the import. {Learn more about mapping. Separate article}

• Mapping correct fields will help Autymate Transactions (AMT) to import your invoices correctly into QuickBooks Online.
• We have an identical mapping screen to QuickBooks Online to make your life easier.

• Please refer to {Field Mappings Guide} for more info. If you need help to get your mappings right, feel free to contact our support.

  Autymate My Transactions - QuickBooks Online Fields:

  |Field Name|Description|Format|Table Name|
  |—-|—-|—-|—-|
  |Category (key)|The Id of the expense account of the expense.|String|PurchaseLineItems|
  |Category Customer/Project (key)|The customer id for the expense.|String|PurchaseLineItems|
  |Product/Service Customer/Project (key)|The Id of the customer associated with the expense.|String|PurchaseLineItems|
  |Product/Service Class (key)|The Id of the class for the line item.|String|PurchaseLineItems|
  |Category Markup Percent|Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.|Single|PurchaseLineItems|
  |Product/Service Markup Percent (key)|Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.|Single|PurchaseLineItems|
  |Category Class (key)|The Id of the class entity of the expense.|String|PurchaseLineItems|
  |Category Class (name)|The name of the class entity of the expense.|String|PurchaseLineItems|
  |Product/Service Item Amount|The total amount of the charges or discounts for the given line. This field includes the charges and allowances, but it excludes the tax amount.|Decimal|PurchaseLineItems|
  |Product/Service Total Amount|The total amount due, determined the sum of the line items. This includes all charges, allowances, taxes, discounts, etc.|Decimal|PurchaseLineItems|
  |Category (name)|The name of the expense account of the expense.|String|PurchaseLineItems|
  |Category Description|A description of the line item that appears in the printed record.|String|PurchaseLineItems|
  |Category Amount|The total amount of the charges or discounts for the given line. This field includes the charges and allowances, but it excludes the tax amount.|Decimal|PurchaseLineItems|
  |Category Billable|The billable status of the expense.|String|PurchaseLineItems|
  |Category Customer/Project (name)|The customer name for the expense.|String|PurchaseLineItems|
  |Product/Service (name)|The name of the item. When a line item lacks an ItemRef it is treated as documentation and the Line_Amount field is ignored.|String|PurchaseLineItems|
  |Product/Service Description|A description of the line item that appears in the printed record.|String|PurchaseLineItems|
  |Product/Service QTY|Number of items for the line.|Single|PurchaseLineItems|
  |Product/Service Rate|The unit price of the subject item as referenced by ItemRef.|Decimal|PurchaseLineItems|
  |Product/Service Billable|The billable status of the expense.|String|PurchaseLineItems|
  |Product/Service Customer/Project (name)|The name of the customer associated with the expense.|String|PurchaseLineItems|
  |Product/Service Class (name)|The name of the class for the line item.|String|PurchaseLineItems|
  |Product/Service (key)|The Id of the item in the line item. When a line item lacks an ItemRef it is treated as documentation and the Line.Amount attribute is ignored.|String|PurchaseLineItems|
  |Global Tax Calculation|Method in which tax is applied. This field is valid in the UK, AU, IN, and CA editions.|String|Purchases|
  |Bank Account (key)|The Id of the account associated with the purchase. Check payments should reference a bank account and credit card purchases should refer to a credit card account.|String|Purchases|
  |Payee (key)|The Id of the entity for the party the expense is associated with.|String|Purchases|
  |Check No|Reference number for the transaction.|String|Purchases|
  |Payee (name)|A name that identifies the party the expense is associated with.|String|Purchases|
  |Bank Account (name)|A name that identifies the account associated with the purchase. Checks should reference a bank account and credit card purchases should refer to a credit card account.|String|Purchases|
  |Payment Date|The date when this transaction occurred.|DateTime|Purchases|
  |Memo|A private note about the transaction. This note will not appear on the transaction records by default. This field maps to the Memo field on the Check and CreditCard form.|String|Purchases|
  |Location (key)|The Id of the department, which stores the location of the transaction.|String|Purchases|
  |Location (name)|The name of the department, which stores the location of the transaction.|String|Purchases|
  |Print Status|The print status of the purchase. This field is applicable only for checks and ignored for credit card charges or refunds.|String|Purchases|
  |Currency Code (name)|The name of the currency used in the transaction.|String|Purchases|
  |Currency Code (key)|The Id of the currency used in the transaction.|String|Purchases|
  |Exchange Rate|The currency exchange rate. This field is valid only if the company file is set up to use the multicurrency feature. In QuickBooks, exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit. This field is available for the UK, AU, IN, and CA editions.|Decimal|Purchases|

FAQ’s - Autymate Transactions for QuickBooks Online:

Q: I want to import Invoices with Invoice Numbers into QuickBooks from File. Is it supported?
A: Yes, you can import Invoice Numbers from File into QuickBooks Online. [Article]

Q: Will Autymate Transactions for QuickBooks Online support QuickBooks Multi-Line Transactions?
A: Yes. Autymate Transactions support Multi-Line Transactions to import into QuickBooks Online. [Article]

Q: I made some mistakes in the mapping. Your application imported wrongly. So my QuickBooks file got corrupted. Is there any way to undo or revert?
A: Yes, it is possible to undo imported transactions from QuickBooks Online using Autymate Transactions. [Article]

Q: Are there any specific Import Settings?
A: Yes. We do have a couple of important settings for import. [Article]

Q: Does Autymate Transactions for QuickBooks Online support taxes?
A: Yes, it supports Taxes. [Article]

Q: My file has some specific date format. I don’t want to change the file. Will your product support all date formats?
A: Yes, you can import data with any date format. [Article]

Q: Do you have any sample templates?
A: Yes, we do have sample data templates for all QuickBooks Online entities. [Article]

Q: What are the file types supported by Autymate My Transactions for QuickBooks Online?
A: Autymate support CSV and Excel at the moment but we will support 250+ systems to get your source data in the next releases.

Q: How do I report the issues if I am stuck?
A: Feel free to drop an email to support@autymate.com

Possible Errors with a suggestion to fix them: