Quickbooks

[Black Bart]

Guess you guys were right the other day about lots of QB clients not knowing what/where/how to post. That new client I was talking about tells me he can print checks, but it won't print anything (description/invoice #/type of expense, etc.) in the bottom left "Memo" section of the check. Anybody know how to fix that?

[DTS]

Bart

I don't know if I'm understanding the intent of your question, but I'll try to help.

Any section where a check could be generated from in QB has a memo section that you can use. There is nothing in the program that would need to be enabled. You will always need to write something in there. If the check is created from paying taxes, etc, the memo section is automatically filled in for you, but you can add or change that line to read how you want by going into "Write checks".

Now, on to more caffeine!

Dennis

[Gretel]

Bart, if he is using bills and then pays the bills instead of writing a check all the info transfers to the check stub. Is he using checks, which have stubs?

[Jesse]

The "memo" on the stub does not transfer to the actual check. If he wants info on the actual check memo I think the only way to do that is to actually type it onto the check memo. If client wants it to be on a repeated transaction he can set his preference for the "automatic recall" feature.

[geekgirldany]

I believe it should transfer from the Bill to the Bill Payment (check) if he is using the Bills feature.

[Black Bart]

Actually,

Bart, if he is using bills and then pays the bills instead of writing a check all the info transfers to the check stub. Is he using checks, which have stubs?

I haven't even seen the checks -- he just mentioned it to me and I figured it was something that could be enabled (what Dennis was saying isn't required). Thanks for the help folks, but don't worry about it and never mind because he said it wasn't a big deal or anything, just something he didn't understand. I think he just started the QB stuff recently so he will probably figure it out a little later. Thanks again.

[sea-tax]

I haven't even seen the checks -- he just mentioned it to me and I figured it was something that could be enabled (what Dennis was saying isn't required). Thanks for the help folks, but don't worry about it and never mind because he said it wasn't a big deal or anything, just something he didn't understand. I think he just started the QB stuff recently so he will probably figure it out a little later. Thanks again.

BB if this helps , Intuit has a website/ posting board similar to this , where by you can post your questions and have good people like us answer them. You may want to check it out and offer the website to your client or check it out for yourself.
Do a Google search for QB and I am sure you will come across it. Good luck!

[JohnH]

Bart:

I'm not sure if this addresses your client's question or not, but there is an option in QB which instructs the program to recall the last transaction when entering a vendor's name on a new check. All info will be brought forward, including the amount of the previous check, the account number, and any memo information which was entered. It is then necessary to edit the check amount and any other necessary info for the current transaction. It's useful when paying utilities, recurring expenses, loan payments, etc. It's also useful when the payer wants the vendor account number or other identifying info to always appear on the memo section of the check rather than having to re-type it each time..

This option is selected under "Preferences" and depending on the version it may have a couple of sub-options. It's found under the title "Automatically recall information" in the "My Preferences" tab of the "General" preferences.