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Editing Your Forms and Printing Batches

This question just came in via E-mail:

Good Morning Seth,

When I email customers a statement an automatic greeting appears, how do I edit this?  We use QB Pro 2010.

Also while I’m asking…..do you know if there is a way for me to be able to print checks w/o seeing their check register?  I am able to print one at a time but not print a “batch”. 

Here’s my answer:

You can edit forms as follows:

  • Click
    • Edit
    • Preferences
    • Send Forms (in the left margin with all of the topics, near the bottom)
    • Go to the Company Preferences Tab
      • Choose the drop-down for which “Form” you want to change the text for (one of the choices is “Statements”)

To print a batch of checks you first have to save them all with the box checked that says “To be Printed” or choose that option in the bill pay screen. Then in the “Write Checks” dialogue you click the drop down arrow immediately next to “Print” and there is an option to “Print Batch”. QuickBooks will prompt you for the first check number and increment all other checks from there.

Also while we are at it there is another option in there that is handy. Also in the ‘Preferences’ section under ‘Checking / Company Preferences’ There is an option you can check off (it is NOT checked off by default) that says “Change check date when check is printed”. This is handy when you might have added checks to the batch several days ago and you are first printing them today. QuickBooks will update the check date to today’s date when you print them.

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  1. Starr
    November 13, 2010 at 10:03 AM

    Do any one know the steps to taking my manual bookkeeping and converting them into quickbooks? I so need help with this.

    • April 7, 2011 at 12:10 AM

      So sorry I just caught this now all these months later. I no longer update this blog so for future reference please visit my current blog at http://www.nerdenterprises.com/blog
      You really need to manually enter everything to get it caught up to date. There is no way to import transactions without getting a 3rd party app that will require a fair amount of set up in MS Excel first.

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