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jimcainps
Level 1

How do we use multiple check registers in our company?

 
Solved
Best answer April 15, 2020

Best Answers
Adrian_A
Moderator

How do we use multiple check registers in our company?

Hello there, jimcainps.

 

If you've already set up  a checking account, make sure to select it when depositing a transaction. Then, to select which account you'll want to deposit the amount, you'll have to turn this option first. I'll show you how:

 

  1. From the Edit menu, select Preferences.
  2. Select Payments.
  3. Go to the Company Preferences tab.
  4. Deselect Use Undeposited Funds as a default deposit to account.
  5. Click OK.

 

Once added, you're good to add transactions to the account. You can check this article for the steps: Add and match Bank Feed transactions.

 

I'm just around if there's anything that I can help you with!

View solution in original post

1 Comment
Adrian_A
Moderator

How do we use multiple check registers in our company?

Hello there, jimcainps.

 

If you've already set up  a checking account, make sure to select it when depositing a transaction. Then, to select which account you'll want to deposit the amount, you'll have to turn this option first. I'll show you how:

 

  1. From the Edit menu, select Preferences.
  2. Select Payments.
  3. Go to the Company Preferences tab.
  4. Deselect Use Undeposited Funds as a default deposit to account.
  5. Click OK.

 

Once added, you're good to add transactions to the account. You can check this article for the steps: Add and match Bank Feed transactions.

 

I'm just around if there's anything that I can help you with!

View solution in original post

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