QUICKBOOKS AUTOMATICALLY PREPARES YOUR CHECKĪ. You should see a line item with the Transaction Name, Type Source, Account, Amount, Frequency, Auto, Next Date. Scroll down and press “Memorized Transaction List”. Verify that the check is successfully memorized and waiting to move to your check register automatically.Ĭ. X out of it and say “NO” to “Do You Want to Record It Now?”Ī. At this point DO NOT SAVE the check on your screen. You are almost done in memorizing this transaction. Close the Memorize Transaction Box by pressing “OK”į. “Days in Advance”, If you pay your rent on the 1st of the month, you probably would like to mail your check about four days in advance of the due date so I generally enter “4 days” that way the check kicks out and is printed 4 days before the rent is due. “Number Remaining”, I leave blank if it is perpetually paid such as a rent check would be.Į. Using the “How Often” drop down, enter how often you want the check to automatically enter the check book register.ĭ.
A Memorize Transaction Box will pop up.ī. Memorize the check on your screen by pressing (Control M) simultaneously. Enter the name of the payee and $$amount.Ī. After this entry QuickBooks will change your date each month.)ĭ. (IE: if you are paying your rent you probably want to have the 1st of the month on the check so enter the next date you will be paying your rent. Enter the date you want to have appear on your first check. (You do not want a check number on the check you are preparing.)Ĭ.