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QuickBooks Corner –
Tips & News about QuickBooks
By Sharon Wolfe, QuickBooks
Certified Professional Advisor |
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TIME SAVING TIPS:
How to make Monthly electronic payments automatically
deduct from a checking account every month.
How to enter and memorize Automatic Payments taken from
your Checking Account
- Select Banking: Write Checks from the menu.
- Fill out the check window completely (double check the amount and
the account usage at the bottom of the check).
- Make sure the "To Be Printed" box is unchecked.
- Enter "EFT" as the Check No.
- Select Edit: Memorize Check from the menu.
- Fill out the Memorize Transaction window as appropriate. Make sure
to choose Automatically Enter, and set the How Often, Next Date, and Number
Remaining correctly.
- Click OK in the Memorize Transaction window.
- Click Save & Close to record the current month's draft.
- Now there is a memorized automatic withdrawal that will record in
your check register and on your P&L correctly.
See
you next month, at QuickBooks Corner…
QuickBooks Certified Advisors in your location can be found
at www.QuickBooks.com under Support,
QuickBooks advisors.
A Certified QuickBooks Professional Advisor (as opposed to
a QuickBooks Professional Advisor) has this designation because they have
successfully completed a minimum of 16 hours of testing on-line with Intuit
(makers of QuickBooks).
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Last modified: November 08, 2002