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September 20, 2021
Solved

Create template for writing cheque (desktop)

  • September 20, 2021
  • 1 reply
  • 1 view

Hi QB community.  Is it possible to create a template to write cheques for vendors I use and pay daily?  ie, I want the accounts to be filled up with say, "Purchases" account, and in the memo column, each row to be filled up with the vendors full name.  Please see my screenshot for illustration.  Thank you!

 

Best answer by mv32

Hello. I'll make sure that you'll be able to create cheques quickly, @Elaine C.

 

Currently, the ability to write a cheque template is unavailable in QuickBooks Desktop. I know this could benefit you to fill cheques automatically on a daily basis.

 

In the meantime, I'll be sharing insights on how to create cheques with automated transaction entry. You can click the Memorize option above the check window.

 

Then follow these steps so you can generate it daily with similar details:

  1. Tick the Automate Transaction Entry.
  2. Pick Daily in the How Often drop-down.
  3. Enter Next Date to record the check.
  4. Hit OK.

 

For more information about managing repeating entries, check out this article: Create, edit, or delete memorised transactions.

Also, here is the list of transaction forms that you can create a template: Use and customise form templates.

 

If you have additional concerns or need assistance alike to create recurring transactions. I'm always here to keep helping. Have a great day and more power to your business!

1 reply

mv32Answer
Level 8
September 20, 2021

Hello. I'll make sure that you'll be able to create cheques quickly, @Elaine C.

 

Currently, the ability to write a cheque template is unavailable in QuickBooks Desktop. I know this could benefit you to fill cheques automatically on a daily basis.

 

In the meantime, I'll be sharing insights on how to create cheques with automated transaction entry. You can click the Memorize option above the check window.

 

Then follow these steps so you can generate it daily with similar details:

  1. Tick the Automate Transaction Entry.
  2. Pick Daily in the How Often drop-down.
  3. Enter Next Date to record the check.
  4. Hit OK.

 

For more information about managing repeating entries, check out this article: Create, edit, or delete memorised transactions.

Also, here is the list of transaction forms that you can create a template: Use and customise form templates.

 

If you have additional concerns or need assistance alike to create recurring transactions. I'm always here to keep helping. Have a great day and more power to your business!

Elaine CAuthor
September 21, 2021

Hi @mv32  love your detail guide with text and graphic instructions.  It helps!  

 

Can you advise if I can delete a row after I call up the memorized template, after following the steps you recommended?  See screenshot here.  I want to delete the row circled in red if it's not a valid line item for that particular day's cheque.  Thanks in advance. 

 

 

May 19, 2023

Thanks for getting back to us for sharing additional details about your concern, Elaine.

 

I understand how important time is in running your business. Currently, the option to delete an entire line in a report by right-click then delete isn't possible. 

 

As a way around, you can look for a third-party app that has the option you need. Just hover to the App Center inside your QuickBooks Desktop (QBDT) and look for an app from there.

 

Furthermore, I've added this link that you can use for reference in case you'll need to access your report outside QBDT: Export reports as Excel workbooks in QuickBooks Desktop.

 

You'll have my attention whenever you need a hand running your reports and transactions. Just leave a reply in this thread and I'll get back to you as soon as possible. Have a good one!


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