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QuickBooks

Checkbook offers a direct integration with QuickBooks, a popular accounting software used by hundreds of thousands of SMBs. This integration streamlines your payment workflows by allowing you to initiate Checkbook payments directly within your QuickBooks environment, ensuring seamless payments of employees, vendors and contractors.

Key Benefits

Automatic Payment Creation: Leverage the benefits of Checkbook’s digital payments and mailed checks from within QuickBooks Online.

  • Simplified Reconciliation: The integration helps streamline the reconciliation process by associating QuickBooks entries with their Checkbook payment numbers.

  • Improved Visibility: Gain a clear overview of your Checkbook payments directly within your QuickBooks accounting records.

  • Time Savings: Automating the synchronization of payment data saves valuable time for your accounting team.

How It Works

The Checkbook integration with QuickBooks usually involves the following steps:

  1. Installation: Authorizing Checkbook to connect with your QuickBooks Online account (typically via OAuth 2.0 for secure access).

  2. Payment Initiation (in QuickBooks): You initiate and send payments using the QuickBooks online platform. Make sure to select the Print later option to indicate payments you wish to send out via Checkbook

  3. Update Transactions: Checkbook automatically notifies recipients of their payment, and will update QuickBooks with the payment number of the associated Checkbook payment. These transactions will typically appear as expenses or bills with corresponding payments.

For more detailed information, check out our video guide:

Installation

Prerequisites: Ensure you have active Checkbook and QuickBooks Online accounts.

Install: Login to your Checkbook account, and then visit the following link to install Checkbook for QuickBooks 

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