02/23/2021
Reference https://quickbooks.intuit.com
As a QuickBooks Pro Advisor, I found this feature in QuickBooks that allows you to create a copy of a previous check. This feature comes in handy when you use the same vendor repeatedly and the same accounts for that vendor. Please see the screenshot below.
From the screenshot, you can see I have several different accounts that I have posted transaction amounts. Without this feature, I would have to retype this information for each check I need to create for this vendor. Instead of doing that time-consuming activity, I can simply use the “Create a Copy” feature.
(1) Find the vendor, and the check transaction from the previously written check and click the “Create a Copy” button (2). From there a QuickBooks Information window will appear, read the info, and click the “OK” button (3). Next, change any of the fields that require changing, the check number, or if you are printing this check click “print later.” Once you request a copy of the check, the date of the check will default to today’s date. (4). Additionally, you can change any other field as well (Bank Account, Check Amount, Pay to the Order of, Memo, Account, Amount, Voucher Memo, Class, etc.). Once all the changes are made, click the “Save & Close” button (5) and you are set. The updates to the copied check have been saved.
