Quick Check

Quick Check

Quick Check

Use the Quick Check feature in the Checkbook screen to quickly create a payment.  The payment may be printed as a check, or may be a “Non-check Item” to reflect electronic transactions that occur in your bank or credit card account.  Basically, you click the New button at the top of the Checkbook screen, then fill in the image of the check at the top right of the screen.  Detailed instructions are below.

You also use the Quick Check feature to transfer funds between two accounts that are in the Checkbook screen.  When doing a funds transfer and you’re selecting the GL account at the bottom right of the check image, select the bank or credit card account to which you are transferring the funds.

  1. In the search fields at the bottom left of the Checkbook screen, select the Account from which the funds will be drawn.

  2. Click the New button at the top of the Checkbook screen.

  3. If the actual transfer of funds will take place electronically, check the Non-check Item box at the top left of the check image.  If you will be printing a check to do the transfer, leave this box unchecked.

  4. Change the Date if necessary, then press the Enter key on your keyboard.

  5. Type in or select a Payee name, then press Enter.

  6. Type in the Amount then press Enter.

  7. If needed or desired, type in an Invoice Number or other descriptor, then press Enter.

  8. If needed or desired, type in a Memo in the memo field at the bottom left of the check, then press Enter (usually only if you're going to actually print a check).

  9. In the list of GL accounts at the bottom right of the check, select the GL account to which the amount should be posted.

    1. If paying an expense or liability, etc., select the appropriate GL account.  You may select only one GL account here, but if you need the accounting allocated to various GL accounts, see the NOTE below.

    2. If doing a funds transfer between bank/credit card accounts, select the account to which the funds are being transferred.  If you need to

  10. Click the Save button.

NOTE:  After you save the quick check, a bill is automatically created for you in the Bills/Credits screen.  While creating the quick check, you may select only one GL account, but, if you want the accounting allocated to various GL accounts, you may edit the bill (change the amount on the first line, then add additional lines, selecting different GL accounts on those lines, and change the amounts so that they sum of the lines add up to the check created).  IMPORTANT!  Remember to open then close the payment window after editing the bill so that the bill goes back to a Completed status.

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