I need to export my checks to my bank. How do I create a ‘file/batch’ to send to Excel?
I have never heard of anyone exporting checks to their bank. However, you can run a check detail report in QuickBooks Online and export that to Excel or PDF. Just follow the steps below:
1. Go to Reports
2. Click on All Reports
3. Click on Review Expenses and Purchases
4. Select “Check Detail” report
When the report displays, the icon to the right of the print icon will allow you to export to Excel or PDF.
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