Integrating Checkflo with QuickBooks Guide

Integration Guide for QuickBooks Online

This guide will walk you through the steps to connect your QuickBooks Online account to the Checkflo app. By syncing Checkflo with QuickBooks, you can import check payments, streamline your check processing, and reduce administrative work. With Checkflo, you’ll save time and money while improving operational efficiency.

To get started, ensure you have a valid QuickBooks Online account.

Video Tutorial

Step by step guide

Step 1: Sign Up on Checkflo

Visit www.checkflo.com, click “Sign Up” on the top right, and then click on the “Connect to QuickBooks” option.

Step 2: Authorize Data Sharing

Authorize QuickBooks to securely share the necessary data with Checkflo.

Step 3: Complete Checkflo Sign-Up Form

Fill in the necessary information, agree to the terms and conditions, and then submit the form.

Step 4: Add Bank Account Information

Enter your company’s bank account information, including account holder’s name, bank name, and bank address that is associated to your QuickBooks account.

Checkflo - Check Printing Add Bank Account Information

Step 5: Customize Check Settings

Customize your check settings by providing the following information:

Bank Information (Required): Routing Number and Account Number
Signature of the Signing Officer (Required)
Company Logo on Bank Check (Optional)
Custom Message on Check Stub (Optional)
Signing Officer Approval for Enhanced Security (Optional)
Void Check Image (Optional)

Add Bank Information (Required)

Add Bank Information – Routing Number and Account Number (Required)

Add Signature of the Signing Officer (Required)

Add Company Logo on Bank Check (Optional)

Add a Custom Message on the Check Stub (Optional)

Enable Security by Adding a Signing Officer Approval (Optional)

Upload a Void Check Image (Optional)

Step 6: Review and Activate Account

Confirm the information on the dummy check displayed is correct before activating your account. Once activated, Checkflo will review your information and notify you via email when your account is approved.

Step 7: Import Checks from QuickBooks

To import check payments from QuickBooks to Checkflo, hover over the QuickBooks drop-down on the top left and select “Import Checks.”

Import Check Payments from QuickBooks Online

On this page, you can select the date range for the checks you want to print and choose the bank account from which the payments will be withdrawn.

Import Check Payments - Select Bank Account

After importing the checks from QuickBooks, you can select which ones to print, choose a delivery method such as USPS or FedEx, and then click “Submit to Process”.

Create and Submit Batch - Check Payments