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Write a Check in QuickBooks Online- Instructions

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Write a Check in QuickBooks Online- Instructions: A picture of a user writing a check in QuickBooks Online.

Write a Check in QuickBooks Online: Overview

            To write a check in QuickBooks Online Plus, click the “Create” button and then click the “Check” link under the “Vendors” heading in the drop-down menu to open a “Check” window. Use the “Choose a payee” drop-down in the upper-left corner of this window to select the name of the person to pay. This person can be either a vendor, customer, or employee. You can also select the “Add new” choice from the drop-down menu to quickly add a new name and select the type of person. Use the next drop-down to the right to select the account from which the funds will be withdrawn. The “Balance” of the selected account appears to the right of that drop-down.

            The “Mailing address” field shows the address of the selected payee. If you chose to “Add new” or didn’t enter the payee’s address, you can manually enter one here. Use the “Payment date” field to enter the check’s date. At the right side of the screen is a “Check no.” field and a “Print later” checkbox. Checking the “Print later” checkbox lets you print the check later after saving it. If you are using this window to record a hand-written check, uncheck the “Print later” checkbox and then enter the number of the check you wrote into the “Check no.” field.

            You must then enter at least one line item into either the “Account details” or “Item details” sections below. You can click the black arrows next to the names of either section to collapse and expand them within this form, if needed.

Write a Check in QuickBooks Online- Instructions: A picture of a user writing a check in QuickBooks Online.

Write a Check in QuickBooks Online- Instructions: A picture of a user writing a check in QuickBooks Online.

            For amounts that don’t involve items from your “Products and Services” list, then use the “Account details” section. This section lets you attribute amounts to accounts, like an expense account, for example. Simply click into the “Account” column in the first row of this section to select the account. Then enter the amount into the “Amount” column. You can enter the values into the other columns, if needed. You can also split the entire check amount to multiple accounts, if needed, by simply repeating this process again on the next line in this section for another account.

            For amounts related to the products and/or services in your “Products and Services” list, use the “Item details” section, instead. Here you can click into the first row under the “Product/Service” column and select the product or service you are buying. Then enter the quantity, rate, and amount for that item into the “Qty,” “Rate,” and “Amount” fields. You can also enter the other column values, if needed. Repeat this process until you have added all the products or service to purchase.

            To enter information that appears in the lower-left corner of printed checks, type it into the “Memo” field. To attach files to this check, use the “Attachments” field.

            The toolbar at the bottom of this window contains the buttons used to manage the check. When creating a new check, they are “Cancel,” “Clear,” “Print check,” “Order checks,” “Make recurring,” “More” and a drop-down button with “Save and new” and “Save and close” commands.

            If you want to cancel the check, click the “Cancel” button. To clear the check window, click the “Clear” button. To print the check, which also saves the check, click the “Print check” button. The first time you click it, QuickBooks Online asks how you print checks and what type of checks you use. Answer all the questions posed to let QuickBooks Online help you configure your check for printing. To purchase blank checks from Intuit, click the “Order checks” link to open a store web page.

            To create a recurring check, click the “Make recurring” link to open a window where you can create a “Recurring Check” and set the “Interval” and “Duration” of the check. This is helpful for entering regularly recurring checks to the same person or company.

            To perform other check options, click the “More” button to show a pop-up menu of check options. For new checks, “Void” is the only option. If you open a saved check, however, you will see other options appear in this pop-up menu. The “Copy,” “Void,” “Delete,” “Transaction journal” and “Audit History” choices then appear. You can select the associated command you want to perform.

            To save the check and then either close the “Check” window or create another new check, click the “Save and new” and/or “Save and close” drop-down button.

Write a Check in QuickBooks Online: Instructions

  1. To write a check in QuickBooks Online Plus, click the “Create” button and then click the “Check” link under the “Vendors” heading in the drop-down menu to open a “Check” window.
  2. Use the “Choose a payee” drop-down in the upper-left corner of this window to select the name of the person to pay. This person can be either a vendor, customer, or employee.
  3. You can also select the “Add new” choice from the drop-down menu to quickly add a new name and select the type of person.
  4. Use the next drop-down to the right to select the account from which the funds will be withdrawn.
  5. The “Balance” of the selected account appears to the right of that drop-down.
  6. The “Mailing address” field shows the address of the selected payee. If you chose to “Add new” or didn’t enter the payee’s address, you can manually enter one here.
  7. Use the “Payment date” field to enter the check’s date.
  8. At the right side of the screen is a “Check no.” field and a “Print later” checkbox.
  9. Checking the “Print later” checkbox lets you print the check later after saving it.
  10. To use this window to record a hand-written check, uncheck the “Print later” checkbox and then enter the number of the check you wrote into the “Check no.” field.
  11. You must then enter at least one line item into either the “Account details” or “Item details” sections.
  12. To collapse and expand these sections, click the black arrow next to either section’s name.
  13. To record amounts that don’t involve items from your “Products and Services” list, use the “Account details” section.
  14. You can do this by clicking into the “Account” column in the first row of this section to select the account.
  15. Then enter the amount into the “Amount” column.
  16. You can enter the values into the other columns, if needed.
  17. To split the entire check amount to multiple accounts, if needed, repeat this process again on the next line in this section for another account.
  18. To record amounts related to the products and/or services in your “Products and Services” list, use the “Item details” section, instead.
  19. You can do this by clicking into the first row under the “Product/Service” column and selecting the product or service you are buying.
  20. Then enter the quantity, rate, and amount for that item into the “Qty,” “Rate,” and “Amount” fields.
  21. You can also enter the other column values, if needed.
  22. Repeat this process until you have added all the products or service to purchase.
  23. To enter information that appears in the lower-left corner of printed checks, type it into the “Memo” field.
  24. To attach files to this check, use the “Attachments” field.
  25. The toolbar at the bottom of this window contains the buttons used to manage the check.
  26. When creating a new check, they are “Cancel,” “Clear,” “Print check,” “Order checks,” “Make recurring,” “More” and a drop-down button with “Save and new” and “Save and close” commands.
  27. If you want to cancel the check, click the “Cancel” button.
  28. To clear the check window, click the “Clear” button.
  29. To print the check, which also saves the check, click the “Print check” button.
  30. The first time you click it, QuickBooks Online asks how you print checks and what type of checks you use. Answer all the questions posed to let QuickBooks Online help you configure your check for printing.
  31. To purchase blank checks from Intuit, click the “Order checks” link to open a store web page.
  32. If you want to create a recurring check, click the “Make recurring” link to open a window where you can create a “Recurring Check” and set the “Interval” and “Duration” of the check. This is helpful for entering regularly recurring checks to the same person or company.
  33. To perform other check options, click the “More” button to show a pop-up menu of check options.
  34. For new checks, “Void” is the only option. If you open a saved check, however, you will see other options appear in this pop-up menu. The “Copy,” “Void,” “Delete,” “Transaction journal” and “Audit History” choices then appear. You can select the associated command you want to perform.
  35. To save the check and then either close the “Check” window or create another new check, click the “Save and new” and/or “Save and close” drop-down button.

Write a Check in QuickBooks Online: Video Lesson

            The following video lesson, titled “Writing Checks,” shows you how to write a check in QuickBooks Online. This video lesson on how to write a check in QuickBooks Online is from our complete QuickBooks Online tutorial titled “Mastering QuickBooks Online Made Easy v.2017.”

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