How to Record a Check in QuickBooks 2019
Watch the QuickBooks 2019 video tutorial below. Learn about how to enter transactions, writing checks through check register, and write check features.
Okay! We’re working in module seven which is the module about QuickBooks banking activities. And, we’re all the way down to section three, Creating Entries and Writing Checks. There will be times when you just use your debit card for something, or you go to the bank and use the ATM.
Those are entries that you just need to put directly in the register. You can also use the Write Checks window to create those entries.
Let me show you how to do one of each. So, you’ll see how this works.
There will be those times when you just use your debit card to make a straight purchase, or you go to the ATM. Those are things that you’ll want to type directly into your register.
Now, you can either use the Write Checks window. When you Save & Close, it will be in the register. Also, you can go into the register and put it in that way and it will show up as a check. So, they end up in the same place either way.
Let’s use the check register. We’ll go ahead and enter a transaction. Now, you can see how this works.
The blank transaction is going to be on the bottom of the list. The first thing, it asks you to do is change the date of the transaction. Then, you can put in whatever you like in the check number field.
You can leave it blank (if you’d like). The next thing is the payee. Let’s say this is McNally’s and you spent $33.58 on meals.
This is where you pick the Chart of Accounts from your list and you also have a place to put a memo (if you’d like to). All you have to do at this point is just go ahead and record the transaction and it will be in your list. Now, when you look at this list, it’s in alphabetical order.
So, you’d have to go up and find this. I dated mine for the 15th and I see it right here. It says McNally’s and it’s got my $33.58.
Now, if I go back to the Write Checks window (let me just show you something). Here the Write Checks. You can see initially, there are a lot more fields you can put information in. But, what I’d like to do is look for that same transaction (just to show you what it looks like in a check format).
Now, I could hit the Back button and keep looking for it. But, I want to go ahead and use Find and I’m going to put McNally’s in as the payee and see what it comes up with. And there it is! So, you can see that when I typed it in the register and hit Save & Close, it immediately appears as a check.
I’m going to hit Save & New and go ahead! Put in a check and you’ll see how it appears in the register as well.
Let me go ahead and take out the check number there. I’ll just say; “I went to the ATM”. And in this case, I got $60. Now, sometimes when people are putting in ATM transactions, they don’t put anything in the paid to the order of.
You could just put in your bank (if you wanted to). The key is, what is the transaction for down at the bottom? I’m going to take out these blank lines by hitting Control-Delete. And then, I’m going to pick one of the accounts from my Chart of Accounts.
Let’s say I go down the list and I decide that I’d like to use this money for office supplies. I can actually start typing it in the list, or I can go down the list and pick it. Make sure, if the supplies to a customer, or a job that you actually choose that.
If you’re using the class feature make sure you use the class option. I’m going to hit Save & Close. Now, it’s going to be in the register.
If I head back to the register and look for it I’m going to see it here. And remember! It’s going to say; “ATM over in the check number field”, and there it is!
So, they end up in the same place no matter how you actually enter them. You will get more fields available to type in if you use the Write Checks window.
And that’s really all there is to creating your entries and writing checks.
Let’s go ahead and go now over to section four and we’ll talk a little bit about bank transfers.
Cindy McGuckin
Cindy McGuckin is an IT trainer with over 20 years of experience. Cindy currently manages the IT Training Department at Trident Technical College, she's a Member of the Association of IT Professionals, Charleston, SC chapter and the Treasurer of the South Carolina Association of Continuing Higher Education.Cindy is a Microsoft Office and QuickBooks expert and her online courses have received hundreds of 5-star reviews. Her no-nonsense approach to teaching complicated topics makes her classes engaging and interesting.
