Scan or photograph your checks and get a QuickBooks-ready CSV with date, payee, amount, check number, and memo already mapped to the right columns.
Photograph checks with your phone, scan a batch on your desktop, or set up email auto-forwarding so received checks are captured automatically. Works with any image format or PDF.
The engine reads each check and pulls the payee name, payment amount, check date, check number, and memo or reference line—the exact fields QuickBooks needs to create a transaction record.
Export check data as a QuickBooks-ready CSV or use the API to push transactions straight into QuickBooks Online or Desktop. Payee matching and account coding happen automatically.
“We receive about 80 rent checks per month. I used to spend half a day entering them into QuickBooks. Now I scan the stack, download the CSV, and import—done in 15 minutes.”
“The payee mapping feature is a lifesaver. Checks say ‘ABC Corp’ but QuickBooks has ‘ABC Corporation Inc.’ as the vendor. Lido translates automatically so imports never fail.”
“We match extracted check data against our open invoices in QuickBooks before recording. It caught a $4,000 overpayment in the first week that we would have missed with manual entry.”
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Getting check data into QuickBooks has historically been a manual process: receive the check, open QuickBooks, navigate to the correct account, and type in the date, check number, payee, amount, and memo for every single check. For businesses that receive dozens or hundreds of checks per month—property management firms, medical practices, wholesale distributors—this data entry consumes hours of staff time each week and introduces transcription errors that surface during bank reconciliation.
The core challenge is that QuickBooks has no built-in way to read a check image. It accepts structured data through CSV imports, IIF files, or its API, but someone or something has to convert the physical check into that structured format first. This is where AI-powered check extraction fits in. An AI extraction tool reads the check image, identifies the payee name, date, amount, check number, routing number, and memo, and outputs the data in a CSV format that matches QuickBooks’ expected column structure.
The most common pain point after extraction is payee name matching. The name printed on a check often differs from the vendor or customer name in your QuickBooks file. A check might say “J. Smith Construction” while QuickBooks has “John Smith Construction LLC.” Lido solves this with custom AI columns that can normalize payee names against a lookup table, so the CSV output uses the exact name QuickBooks expects. This prevents import failures and eliminates the tedious step of manually correcting each payee before import.
For accounts receivable teams, the workflow goes further than recording deposits. When a check references an invoice number in the memo line, Lido can extract that reference as a separate field. This lets you match incoming check payments to open invoices in QuickBooks, either manually by filtering the spreadsheet or programmatically through the REST API. The result is a faster month-end close with fewer unapplied payments sitting in your receivables ledger.
Upload or photograph your checks, and an AI extraction tool like Lido reads each check and outputs a CSV file with columns mapped to QuickBooks import fields: date, check number, payee, amount, and memo. You then import this CSV into QuickBooks using the built-in bank transaction import or the CSV import feature in QuickBooks Desktop or Online. The entire process takes minutes instead of the hours required for manual entry.
A standard check-to-QuickBooks extraction maps to the following fields: Date (check date), Ref No (check number), Payee (pay-to name), Amount (numeric dollar amount), and Memo (memo line content). Lido outputs these in the exact column order that QuickBooks expects for CSV import, so no manual column rearrangement is needed.
Yes. QuickBooks Online accepts bank transaction CSV imports and manual transaction CSV imports. QuickBooks Desktop supports IIF file imports and CSV imports through the built-in import wizard. Lido can output in either format depending on your QuickBooks version, ensuring the data loads correctly without field mapping errors.
When the check memo line or attached remittance advice references an invoice number, Lido can extract that reference as a custom field. You can then use QuickBooks’ invoice matching features to apply the payment to the correct open invoice. For high-volume operations, the REST API lets you build automated workflows that match extracted check data against your receivables ledger before import.
Common rejection reasons include duplicate check numbers, unrecognized payee names, or date format mismatches. Lido formats dates and amounts to match QuickBooks requirements by default. For payee name mismatches, you can create a mapping table in Lido that translates extracted payee names to your QuickBooks vendor list names. Confidence scoring also helps: checks with low-confidence extractions can be reviewed before import to prevent rejections.
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Built on Lido’s OCR engine
Built on Lido’s OCR engine
Built on Lido’s OCR engine