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Chapter 5. Making Purchases and Recordin... > Setting Checking Preferences

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.

Set Checking Preferences

Select Edit, Preferences to open the Preferences window. Click the Checking icon on the left.

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 on, 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.



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