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Receive Money Overview
Spend Money Overview
Changing Receive Money transactions
To change a Receive Money transaction
To change a recurring Receive Money template’s name or frequency
To change a recurring Receive Money template’s line items and other information
Changing Spend Money transactions
To change a Spend Money transaction
To change a recurring template’s name or frequency
To change a recurring template’s line items and other information
Choosing a linked account for undeposited funds transactions
To choose a linked account for undeposited funds transactions
To record a bank deposit for undeposited funds transactions
Creating a Receive Money transaction
Step 1: Select the account where the money from the Receive Money transaction will go
Step 2: Enter details about the Receive Money transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Choose what you want to do with the transaction
Creating a Spend Money transaction
Step 1: Select the account where the money will be drawn from
Step 2: Enter details about the transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Choose what you want to do with the transaction
Creating recurring Spend Money templates
To create a recurring Spend Money template
Entering withdrawals
To enter a withdrawal using the General Journal Entry window
To enter a withdrawal using the Spend Money window
Finding transactions
To find a Receive Money transaction
To find a Spend Money transaction
To find a recurring Receive Money template
To find a recurring Spend Money template
To find a bank deposit for undeposited funds transactions
To display a list of recurring Receive Money templates
To display a list of recurring Spend Money templates
Printing checks
To print checks
To print a single check
Recording recurring templates
To record a recurring Receive Money template
To record a recurring Spend Money template
Removing transactions
To remove a Receive Money transaction
To remove a Spend Money transaction
To remove a bank deposit for undeposited funds transactions
Removing recurring templates
To remove a recurring Receive Money template
To remove a Spend Money recurring template
Reversing transactions
To reverse a Receive Money transaction
To reverse a Spend Money transaction
To reverse a bank deposit for undeposited funds transactions
Tracking credit card payments
To record purchases made using a company credit card
To record a payment on a credit card account
Voiding check numbers
To void a check number
Checkbook Table of Contents