How to Enter Checks in QuickBooks Online, and When to Use Checks instead of Enter Expenses

In this quick video I show you how to enter a check in QuickBooks Online (we used Advanced, but it will work for all QuickBooks Online editions). You will also learn when you would want to use the Write Checks function instead of the Enter Expenses function. While you can enter checks using the Expenses screen, I don’t recommend it typically for a few reasons. If these reasons are not important to your business, then using the Expenses screen is sufficient.

Keep in mind if you are accrual basis or need to track bills for other reasons, we recommend entering a bill first, then paying the bill through the Pay Bills screen.

Major points below:

• You need to keep a Check Disbursement report, or any check-based report for your check runs/voucher checks.

• You need to print on check stock.

This is also a good way to track checks entered on behalf of clients, whereas they can print the check on stock at their office and send. Keep in mind there are there paperless options available, such as using Bill.com or another 3rd party AP software, or using your Treasury Management or Bill Pay feature in your bank account.

If you have any questions, email me or set up an appointment to go through how we can help. You can also leave a comment with your thoughts. Thank you for watching!