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Create and record cheques

by Intuit•14• Updated a day ago

Use cheques to pay for expenses directly from your bank account when you don't want to use a credit card. You can create cheques directly in QuickBooks Online , or record the details of cheque you've already handwritten.

Tip: If you’re not sure if you should use cheques to pay for a transaction, learn about the difference between bills, cheque, and expenses in QuickBooks Online.

What you'll need

If you’re recording a handwritten cheque, you’ll need the cheque.

Create a cheque

  1. Select + New or + Create.
  2. Select Cheque.
  3. From the Payee dropdown â–Ľ, select the person or supplier you're paying.
  4. From the Bank Account dropdown â–Ľ, select the account the money should come from.
  5. Fill in the cheque details:
    • Mailing address: Enter if you plan to mail the cheque. This field prints on the cheque itself.
    • Payment date: You can change the date from today’s date.
    • Cheque no.: If recording a handwritten cheque, enter the cheque number from your handwritten cheque here.
  6. In the Category details, record any expenses not attached to a specific product or service. Add descriptions and amounts.
  7. In Item details, record the products or services received. Add descriptions and amounts.
  8. (Optional) Enter notes in the Memo field.
  9. Select Save and close to finish, or Save and new to create another cheque.

Results

QuickBooks records the cheque as an expense, and deducts the total from the selected bank account in QuickBooks.

Next steps

  • If you selected the Print option, your cheque is ready to print.

Note: You can use your own cheques to print, but they need to be formatted for QuickBooks.

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