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Learn How to Create a Copy of a Check in QuickBooks® Pro, Premier, and Enterprise.

There’s a neat feature in QuickBooks that allows you to create a copy of a previous check. This comes in handy if you have a check with a lot of check detail and you need to use the same detail (or similar detail) on a new check. As you can see in the screenshot below, I have 4 lines of voucher info displayed and more voucher lines are hidden. Without this feature I’d have to retype this information for each check I need to create. Instead of doing that time-consuming activity, I can simply use the Create a Copy button.

 

To do this, open the previously written check and click the Create a Copy button (1). From there a QuickBooks Information window will appear, read the info and click the OK button (2). Next, change any of the fields that require changes; usually at least the Check No. field (3) and Date field (4).  Additionally, you can change any other field as well (Bank Account, Check Amount, Pay to the Order of, Memo, Account, Amount, Voucher Memo, Class, etc.). Once all the changes are made, click the Save & Close button (5) and you’re set. The updates to the copied check have been saved.

Click on the screenshot below for a larger view.

Hope this helps!

Scott1.png

 

Solved
Best answer 04-03-2018

Accepted Solutions
Anonymous
Not applicable

Re: Learn How to Create a Copy of a Check in QuickBooks® Pro, Premier, and Enterprise.

@ScottMeisterCPA,

 

This is great, thank you! These quick tips are really useful for getting folks back on their feet. 

 

Is there a limit to how many checks someone can make? And where can I see how many duplicates of each check I've made? 

View solution in original post

5 Comments
Anonymous
Not applicable

Re: Learn How to Create a Copy of a Check in QuickBooks® Pro, Premier, and Enterprise.

@ScottMeisterCPA,

 

This is great, thank you! These quick tips are really useful for getting folks back on their feet. 

 

Is there a limit to how many checks someone can make? And where can I see how many duplicates of each check I've made? 

View solution in original post

Frequent Explorer *

Re: Learn How to Create a Copy of a Check in QuickBooks® Pro, Premier, and Enterprise.

When I attempt to copying a check, everything looks good until I change the recipient (Pay to the Order Of).  Once I make a change to the recipient, the previous information that was in the amount field and in the Expenses tab disappears.  Is this a bug or is there a setting that I need to modify in order to change this behavior?  I am currently using QB Desktop Pro 2017 but I had same issue in earlier versions.

 

Any suggestions to resolve this issue would be greatly appreciated.

 

Thanks...Jonathan

QuickBooks Team

Re: Learn How to Create a Copy of a Check in QuickBooks® Pro, Premier, and Enterprise.

You'll have to disable the automatic recall information from the setting, jonathancw.

 

Here's how to get there:

  1. Click Edit.
  2. Click Preferences.
  3. Click General, then click the My Preferences tab.
  4. Remove/Uncheck the Automatically remember account or transaction information box.
  5. Uncheck the Automatically recall last transaction for this name.
  6. Click OK.

If you have any questions in mind, please leave a comment anytime.

 

Frequent Explorer *

Re: Learn How to Create a Copy of a Check in QuickBooks® Pro, Premier, and Enterprise.

Sheila,

 

Thank you for your reply and suggestion.  While the changes you suggested did not solve my specific problem, it got me to thinking about other similar settings that might be causing this issue.

 

It turns out the issue was caused by a vendor setting.  The resolution is to:

  1. Open Vendor Center
  2. Select and double-click vendor to go into Edit mode
  3. Select "Account Settings" tab
  4. Click on the "Clear All" button
  5. Click on the "OK" button to save

 

Thank you again for your quick response and suggestion!

Moderator

Re: Learn How to Create a Copy of a Check in QuickBooks® Pro, Premier, and Enterprise.

Hello there, @jonathancw.

 

It's nice to see you again here in the Community.

 

I appreciate you trying the steps provided by my colleague, and for sharing this wonderful resolution. Information like this will definitely help other users that may encounter the same issue.

 

Post again or leave a comment on this thread should you need further assistance. I'd be glad to answer if you have any follow-up questions or concerns. Cheers!

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