QuickBooks Preferences Checking: My Preferences

QuickBooks Preferences Checking

The QuickBooks Preferences Checking section of the preferences screen in QuickBooks contains all options referring to the writing and formatting of

checks in QuickBooks.  This post will cover all of the options in the My Preferences tab, which contains the preferences that only pertain to the current user.

All of the options in this tab pertain to setting the default accounts for writing checks with the option QuickBooks Preferences Checking. Some companies may use multiple checking accounts, so this is an easy way to set the defaults for various common actions. If the company has only one checking account, then there is no real need to deal with this screen.

  • Open the Write Checks form
    • Select the checking account that you most commonly write checks from.
  • Open the Pay Bills form
    • Select the account that you most commonly use for paying bills such as utilities, rent, supplies, etc.
  • Open the Pay Sales Tax form
    • If you have a separate account for paying sales tax on items, select that account in this option
  • Open the Make Deposits form
    • Choose the account that you most commonly make deposits into.

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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