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How To Write And Print Checks In QuickBooks Online 2016 - YouTube
Channel: FitSmallBusiness
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welcome to the fit small business
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quickbooks online training course in
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this lesson we're going to cover how to
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write imprint checks to follow along
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with me
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login to your quickbooks online account
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now or click the link below this video
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for a free 30-day trial of quickbooks
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online you can also click this link to
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access our full online course and other
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helpful resources let's get started
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there are a few benefits to creating
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checks and quickbooks online that
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manually writing checks does not offer
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you by creating the check in quickbooks
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you do not have to manually enter the
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check later when it is time to reconcile
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your checking account with the bank
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statement
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second your QuickBooks file is always up
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to date with the most recent expenses
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that you have paid and finally you can
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print your checks directly from
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QuickBooks so that you don't have to
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manually write them in general you
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should write a check in QuickBooks to
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pay for goods and services for which
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payment is due immediately for example
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for any supplier who you have not
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established credit terms with payment
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will most likely be due upon receipt
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similarly if you owe taxes and need to
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send a check along with your tax return
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then you would want to make that payment
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right away for the purposes of this
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video we will use a fictitious company
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called Paul's plumbing as you view this
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video think about how the information
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might differ for your business after you
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log into your account to begin let's go
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ahead and click on the plus sign and
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then go ahead and click on check right
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below the vendor column the write checks
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window will display on your screen there
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are 11 fields that need to be completed
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the first field is the payee field you
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want to select the vendor that you are
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paying from the drop-down menu if you
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have not set up the supplier in
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QuickBooks yet then you can click on the
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drop down arrow and scroll up to the add
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new option click this link to watch our
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setting up vendors lesson we walk you
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through step by step on how to set up
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your vendors in QuickBooks the next
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field is the bank account field go ahead
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and select the bank account that you
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want to write the check from mailing
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address this information will
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automatically populate from the vendors
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profile if you have not set up the
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supplier yet
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this field will be blank you can enter
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the address directly in this field but
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it will not update the vendor profile
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the payment date should be the date that
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you plan to print the check account
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select the account that you track this
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type of expense in if you have not set
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up an account to track the expense then
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you can click the drop down arrow and
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scroll up to add new click this link to
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watch our video tutorial on setting up
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the chart of accounts in this lesson we
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walk you through step by step on how to
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set up your expense and income accounts
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in QuickBooks the description field will
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automatically populate with the
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description that you set up the account
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with you can also customize this field
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by typing directly into it however the
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information that you type here in the
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description field will not update the
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description in the chart of accounts if
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needed you will have to go into the
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chart of accounts to update the
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description with the change go ahead and
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enter the amount of the payment in the
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next field check number field if you are
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going to print the check now go ahead
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and enter the next available check
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number in the check number field if you
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are not going to print the check now put
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a checkmark in the checkbox below that
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to mark the check to be printed at a
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later date if you are ready to print the
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check and you indicated a check number
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above you want to go ahead and click
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this button print checks at the bottom
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of the screen here to proceed to print
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the check if this is your first time
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printing checks in QuickBooks click here
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for step-by-step instructions on where
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to buy checks and how to print checks in
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QuickBooks Online once you have
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completed all of the fields we are ready
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to save and close after you have
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finished writing the check you want to
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go ahead and locate the check within
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QuickBooks and review it so let's go
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ahead and navigate to the check register
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from the left-hand menu bar click on
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transactions and banking go ahead and
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click on go to register on the far right
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and the check that we created for
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nuts-and-bolts is located at the very
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top you want to go ahead and review the
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information here notice that the balance
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in the check register has been reduced
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by this check even though we have not
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printed the check yet it still has a
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status of to print to gain a better
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understanding of the impact checks out
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on your financial statements and what's
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happening behind the scenes in
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quickbooks click this link to access the
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step-by-step instructions for this
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lesson that wraps up the lesson on how
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to write and print checks and quickbooks
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online to access our full quickbooks
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online course or any of the other
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lessons in this series click this link
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you can also find a link below this
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video for a free 30-day trial of
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quickbooks online if you have feedback
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about this course or if you have any
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questions please leave a comment below
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also don't forget to subscribe
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