Instructions on how to import checks from QuickBooks

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Step 1

Login to your QuickBooks Online account. Once logged in, click on the expense tab on the left option list.

Step 2

Once on the expense screen, click on the filter tab to only display check expenses and select a check expense.

Step 3

When clicking on a check expense, you will see the screen below. You then need to select the correct bank account you would like to use to pay this check expense and then select the print later option on the right side under the check number. Lastly, you need to click save and close on the bottom right. Repeat this process for each check you would like Checkflo to print & mail for you.

Step 4

In this step you need to login to your Checkflo account using the link below. Once logged in, click on the “Import Checks” option as seen in the image.

Dashboard: Import Checks

or

Main Menu: QuickBooks > Import Checks

Step 5

Here you need to select the same bank account you chose in step 3 to make the check payment and click the Import button.

Step 6

Now you will see all the checks you selected to print later. On this screen you can choose to have your checks numbered and you have the option to send them by Regular Mail or FedEx Priority Overnight next day delivery. Once you’re done, click on the Submit to process button.

Step 7

The final step is to authorize Checkflo to debit your bank account the amount for each check sent and to click the pay button at the bottom to complete the transaction.

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