QuickBooks Checking: Company Preferences Part 2

Checking in QuickBooks

The next part of the Company Preferences tab of the Checking in QuickBooks section

 starts out looking very similar to the My Preferences section.  However, keep in mind that any options on the Company Preferences tab will always affect every user who works with this company in QuickBooks.

  • Open the Create Paycheck form
    • If you have multiple bank accounts in the business, then choose the account you use most often for writing paychecks.
  • Open the Pay Payroll Liabilities form
    • Again, if you have multiple accounts, choose the account that most often is used for payroll liabilities
  • Online Banking
    • Online banking has two view options in QuickBooks. This is only applicable if you have online banking enabled.
      • Side by Side Mode
        • You can use this mode to view add or match transactions from an online banking site. Renaming rules are also a little more lenient than register mode and are created automatically
      • Register Mode
        • Register mode will be familiar to users who have used online banking in QuickBooks 2008 and earlier. Register mode is a little more strict about aliases, but if you like the old setup, then choose Checking in QuickBooks option.

        If you missed part 1, go visit here.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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