Setting Checking Preferences

If you write checks in QuickBooks, you can set certain preferences so that the checks are created to your specifications. For example, you can control which cash account is used for certain types of checks, and you can indicate whether you want your account information to appear on your check voucher. You can have QuickBooks change the date on your checks to match the date on which they are actually printed instead of the date on which they are created. You can also require QuickBooks to warn you if duplicate check numbers are about to be used, and you can request that certain payee information be included on the check.

Select Edit, Preferences and click the Checking icon.

Click the My Preferences tab.

Indicate which bank account will be used for each type of form listed.

Did You Know?

QuickBooks makes its own selection if you don't specify a bank. If you leave the bank account options blank, QuickBooks chooses an account based on the account you used the last time you opened one of these forms. You can always override the bank account information on a form if necessary.

Click the Company Preferences tab to see the company-wide options.

Select the first option to display the name of your company account on check stubs.

Leave this box unchecked to have QuickBooks print checks using the date on the check form. Check the box to have QuickBooks use the date on which the check is printed.

Check here to force QuickBooks to position your cursor in the payee field on checks.

Checking this box enables QuickBooks to provide you with a warning when you are about to issue a check with a duplicate number.

When this feature is checked, QuickBooks will fill in the account number of any vendor or customer you enter on a form.

Indicate which account is to be used for payroll and payroll tax liabilities.

Click OK.

Did You Know?

Only the administrator can make company-wide changes. If your QuickBooks program is set up for multiple users, only a user with administrative rights can make changes on the Company Preferences tab in the Preferences window.

Show Me. QuickBooks 2006
Show Me QuickBooks 2006
ISBN: 0789735229
EAN: 2147483647
Year: 2005
Pages: 328
Authors: Gail Perry © 2008-2017.
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