How to Set Checking Preferences in QuickBooks 2011 - dummies

How to Set Checking Preferences in QuickBooks 2011

By Stephen L. Nelson

If you display the Preferences dialog box and click the Checking icon on the left, QuickBooks 2011 displays either the My Preferences tab or the Company Preferences tab. The My Preferences tab for Checking Preferences lets you tell QuickBooks which account it should suggest as a default account when you open particular windows within QuickBooks. The first check box is the Open the Write Checks check box. The Form With Account drop-down list lets you select an account to use every time you open the Write Checks window.

If you have multiple checking accounts set up, setting the default accounts using the My Preferences tab is still a good idea. Setting these preferences makes it less likely that you’ll erroneously write checks on or pay bills from the wrong account.


The Company Preferences tab provides check boxes that you can use to describe how checks work within QuickBooks:


  • Print Account Names on Voucher: When this check box is selected, QuickBooks prints account names on the voucher portion of the check.

  • Change Check Date When Check Is Printed: Select this check box to tell QuickBooks to use the current system date as the printed check date.

  • Start with Payee Field on Check: Select this check box to tell QuickBooks to place the insertion point, or text cursor, on the Payee field when you open the Write Checks window.

  • Warn about Duplicate Check Numbers: Selecting this check box tells QuickBooks to alert you to duplicate check numbers. (You want to leave this check box selected, obviously, so that you don’t use duplicate or erroneous check numbers.)

  • Autofill Payee Account Number in Check Memo: Select this check box to tell QuickBooks to automatically fill in the payee account number when you write a check. QuickBooks retrieves the account number for a payee from the Vendor List or from the Other Names List.

  • Select Default Accounts To Use: These check boxes let you specify which account QuickBooks suggests when you open the Create Paychecks window or the Pay Payroll Liabilities window.

  • Select Online Banking view: If you’ve turned on online banking, QuickBooks provides options you can use to change the way that online transaction information appears in the online banking window.