Integrating Checkflo with QuickBooks Guide

Checkflo App for QuickBooks

This article will go through the steps necessary to connect your QuickBooks account to our Checkflo app. Syncing Checkflo with your QuickBooks account will allow you to import all your check payments from QuickBooks while retaining all the benefits of those creating checks within QuickBooks!

These benefits include:

You can print your checks directly from QuickBooks so that you don’t have to manually write them.
When creating checks in QuickBooks, you don’t have to manually enter the check data later when it is time to reconcile your checking account with your bank statements.
Your QuickBooks account is always up-to-date with the most recent expenses you’ve paid.

By connecting Checkflo to QuickBooks you’re enhancing those benefits mentioned above! Checkflo provides a one-stop source for all your check processing, printing and mailing needs which will help you save time and money! All while improving operational efficiencies and reducing administrative costs with less effort and paperwork. Start leveraging our advanced printing capabilities to help your organization quickly boost productivity and discover cost savings.

Before starting you need to have a valid QuickBooks Online Account.

Video Tutorial

Checkflo App for QuickBooks Online Users – Setup Process Diagram

Checkflo app for quickbooks users - how does it work

Step by step guide

Step 1:

Visit www.checkflo.com then click on sign up on the top right and you will see this screen below. Click on the “Connect to QuickBooks” option on the top.

Step 2:

Authorize QuickBooks to securely share your data with Checkflo in order to use the service. No information provided will ever be shared.

Step 3:

Fill in the necessary information to complete the sign up form for Checkflo’s services as seen in the image below and agree to the terms & conditions

Once this is completed you get this pop up

Step 4:

Next you will need to add the company’s bank account information including the account holder’s name, the bank’s name and the bank address that is associated to your QuickBooks account.

Checkflo - Check Printing Add Bank Account Information

Step 5:

Once the banking information is entered, you will be required to upload an image of your signature that will appear on the check, upload a void check and if preferred your company’s logo which can be included in the checks. You can also decide to include your company’s address and your bank address on the check

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:

Confirm the information on the dummy check displayed is correct before you activate your account. Once you click activate, we will receive the information you provided, we will review it to make sure it is correct and non fraudulent. Once we complete our review we will notify you by email that your checkflo account is now activated.

Step 7:

To import your check payments from QuickBooks to Checkflo simply hover over the QuickBooks drop down on the top left, then select import checks.

Import Check Payments from QuickBooks Online

On this page you can pick the date range of the checks you would like to print and the bank account where the payments will be drawn from.

Import Check Payments - Select Bank Account

Once the checks are imported from QuickBooks you can select them to be printed. Additionally, you can choose to send checks by USPS or by FedEx.

Create and Submit Batch - Check Payments