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Elaine C
September 20, 2021
Solved

Create template for writing cheque (desktop)

  • September 20, 2021
  • 1 reply
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Hi QB community.  Is it possible to create a template to write cheques for vendors I use and pay daily?  ie, I want the accounts to be filled up with say, "Purchases" account, and in the memo column, each row to be filled up with the vendors full name.  Please see my screenshot for illustration.  Thank you!

 

Best answer by mv32

Hello. I'll make sure that you'll be able to create cheques quickly, @Elaine C.

 

Currently, the ability to write a cheque template is unavailable in QuickBooks Desktop. I know this could benefit you to fill cheques automatically on a daily basis.

 

In the meantime, I'll be sharing insights on how to create cheques with automated transaction entry. You can click the Memorize option above the check window.

 

Then follow these steps so you can generate it daily with similar details:

  1. Tick the Automate Transaction Entry.
  2. Pick Daily in the How Often drop-down.
  3. Enter Next Date to record the check.
  4. Hit OK.

 

For more information about managing repeating entries, check out this article: Create, edit, or delete memorised transactions.

Also, here is the list of transaction forms that you can create a template: Use and customise form templates.

 

If you have additional concerns or need assistance alike to create recurring transactions. I'm always here to keep helping. Have a great day and more power to your business!

1 reply

M
mv32Answer
September 20, 2021

Hello. I'll make sure that you'll be able to create cheques quickly, @Elaine C.

 

Currently, the ability to write a cheque template is unavailable in QuickBooks Desktop. I know this could benefit you to fill cheques automatically on a daily basis.

 

In the meantime, I'll be sharing insights on how to create cheques with automated transaction entry. You can click the Memorize option above the check window.

 

Then follow these steps so you can generate it daily with similar details:

  1. Tick the Automate Transaction Entry.
  2. Pick Daily in the How Often drop-down.
  3. Enter Next Date to record the check.
  4. Hit OK.

 

For more information about managing repeating entries, check out this article: Create, edit, or delete memorised transactions.

Also, here is the list of transaction forms that you can create a template: Use and customise form templates.

 

If you have additional concerns or need assistance alike to create recurring transactions. I'm always here to keep helping. Have a great day and more power to your business!

    E
    Elaine CAuthor
    September 21, 2021

    Hi @mv32  love your detail guide with text and graphic instructions.  It helps!  

     

    Can you advise if I can delete a row after I call up the memorized template, after following the steps you recommended?  See screenshot here.  I want to delete the row circled in red if it's not a valid line item for that particular day's cheque.  Thanks in advance. 

     

     

    Angelyn_T
    Angelyn_T
    September 21, 2021

    Thank you for getting back, Elaine. 

     

    Yes, you can delete a row from your memorized template. However, please make sure to memorize the transaction again to update the details. I'm here to guide you through the process.

     

    1. Open the template from the Memorized Transaction List.
    2. Remove or delete unnecessary details.
    3. Tap on the Memorize tab.
    4. You can either select Replace to replace the existing template or Add to add a new one.
    5. Follow the on-screen pop-ups to complete the setup.

     

    I'm adding this link as your reference about modifying memorized transactions in QuickBooks Desktop: Create, edit, or delete memorised transactions.

     

    Aside from memorizing a transaction template, you can also save the current customization settings of your QBDT reports. You can check out this link as your guide: Create, access and modify memorised reports.

     

    If you have any other follow-up questions about our memorized template, let me know by adding a comment below. I'm more than happy to help. Keep safe!

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