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Set preferences for checking

Only the QuickBooks Administrator can do this.

To do this task

  1. Open the checking preferences.

    Opening checking preferences
  2. On the My Preferences tab, decide if you want to set a default checking account for the following forms:

    Write Checks

    Opens the Write Checks form with the default checking account that you choose. If no selection is made, QuickBooks opens the form with the last used account.

    Where to find this preference.

    Opening checking preferences

    Pay Bills

    Opens the Pay Bills form with the default checking account that you choose. If you don't make a selection, QuickBooks opens the form with the last used account.

    Pay Sales Tax

    Make Deposits

    Opens the Make Deposits form with the default checking account that you choose. If you don't make a selection, QuickBooks opens the form with the last used account.

    Where to find this preference.

    Opening checking preferences
  3. If you are the QuickBooks administrator, click the Company Preferences tab.

  4. Change these preferences, as necessary:

    Print account names on voucher

    Prints the following information on the voucher portion:

    • Payee

    • Date

    • Account name (first 16 lines). Exceptions: QuickBooks prints the name of the payroll item on payroll checks and the name of the inventory item on checks for inventory purchases.

    • Memo (first 16 lines)

    • Amount (first 16 lines)

    • Total amount

    When this preference is turned off, QuickBooks omits the account (or item) names but prints all of the other information listed above.

    Where to find this preference.

    Opening checking preferences

    Change check date when check is printed

    Start with payee field on check

    Warn about duplicate check numbers

  5. Set a default account for the following forms, if appropriate:

    Create Paychecks

    Pay Liabilities

  6. Click the OK button.

KB ID# H_CHECK_PREF_CHECKING
9/28/2016 4:53:11 PM
PPRDQSSWS406 9138 Pro 2017 96f6e4