Vendor requires account number

Deadwood Al · ‎July 05, 2024

Many times, vendors request that our account number with the vendor appear on the check for payment. Is there a way of automatically inserting the account number (if one exists) on the remittance stub of the check for payment? It would be helpful if QB provided that as an option to appear in the memo area or in a new field that would appear on the check stub, but perhaps someone has a workaround that isn't too time consuming. Thanks in advance. I am submitting a suggestion via Feedback, but I'll probably be pushing up daisies before that ever becomes part of the package.

BigRedConsulting

@Deadwood Al

Yes, this is easy to do by changing a preference.

To change the preference, pick Edit | Preferences from the QB menu. Then choose Checking and then the Company Preferences tab. Then select the preference "Autofill payee account number on check memo."

Then when you pay bills, the bill payment check will print the account number in two places. Once on the check memo, and then again at the base of the check voucher:

Note that it will print exactly what you put in the Vendor's "Account No" field with no title, so I literally entered "Acct #" before the actual number there to get the results shown above.

View solution in original post

BigRedConsulting

I tried it to see and it looks appears that only the account number is placed in the check memo field.

View solution in original post

MelroseV

Yes, there's a way to insert the account number on the check stub in QuickBooks Desktop (QBDT), Deadwood. I'll provide more details below.

In QBDT, we can show the account number using the check memo field.

Here's how:

Go to Edit and choose Preferences.
Select Checking, then tap the Company Preferences.
Tick the Autofill payee account number in check memo.
Click OK.

In addition, you can refer to this article to learn how to print checks in QBDT: Create, modify, and print checks in QuickBooks Desktop.

You can click the Reply button if you have additional concerns regarding handling checks in QBDT. We're always here to help. Stay safe!

BigRedConsulting

@Deadwood Al

Yes, this is easy to do by changing a preference.

To change the preference, pick Edit | Preferences from the QB menu. Then choose Checking and then the Company Preferences tab. Then select the preference "Autofill payee account number on check memo."

Then when you pay bills, the bill payment check will print the account number in two places. Once on the check memo, and then again at the base of the check voucher:

Note that it will print exactly what you put in the Vendor's "Account No" field with no title, so I literally entered "Acct #" before the actual number there to get the results shown above.

BigRedConsulting

@MelroseV RE: The option to automatically insert an account number in the check for your payment to your vendor in QuickBooks Desktop is still unavailable.

Really? I suggest learning how QuickBooks works before answering questions. Just a thought.

Deadwood Al

@BigRedConsulting ... Thank you so much. if anything else is entered in the memo field, will that overwrite the account number printing, or will it print after the acct #?

I'm also going to download your fix to the Excel payroll data that QB hasn't fixed for a few years. Thank you also for responding to that post.

BigRedConsulting

I tried it to see and it looks appears that only the account number is placed in the check memo field.

Deadwood Al

@BigRedConsulting - Thanks. When everyone gets out of QB I'll get the preference set up. I appreciate the help.

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Vendor requires account number