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Entering, Printing, & Controlling Checks (2300/Level 1)

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This workshop has been thoughtfully prepared and recorded – and you can access it immediately. Upon purchase, you’ll receive immediate access to both the online recording and handouts.

“You can write your own check here”
Entering, Printing, and Controlling Checks

Approximately 91 minutes:

  1. Bills vs. Checks?
    • When it’s better to ‘Enter Bills’
    • When it’s better to ‘Write Checks’
    • Consistency
  2. Entering Checks – the top portion:
    • Company Preferences
    • 7 critical fields (options and insights)
  3. Completing the bottom portion (applies to Checks, Bills, & Credit card entries):
    • Job costing choices
    • Not a job cost
    • Splitting costs between jobs and between tabs
  4. Other actions from the ‘Write Checks’ screen:
    • From the top of the screen
    • From the bottom of the screen
  5. Using the ‘Banking/Transfer Funds’ feature:
    • When it’s helpful
    • Precautions
  6. Printing Checks and Bill Payments:
    • Printer setup choices
    • Shared printers and coordination
    • Printing multiple checks
    • Printing individual checks
  7. Buying & ordering checks (choices you’ll need to make & ideas to consider):
    • Check styles
    • Signatures (single vs. double – when to use each)
    • Numbering
    • Color ideas
    • Security features (+ some fun reading references!)
    • Envelopes
    • Deposit books & stamps
  8. Support, signature, and filing:
    • Printing, preparing, and presenting checks for signature
    • How the signing, documentation, and mailing process should work
    • Filing your support and check vouchers:
      √ Filing recommendations
      √ Prior-year files
  9. Safeguarding funds:
    • Controlling your blank check stock
    • The owner’s checkbook
    • Pre-signed blank checks
    • Reviewing for missing or duplicate checks
  10. Typical problem areas and solutions


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