Adding Expenses to a Check

Add expenses to a check to directly account for expenses related to your organization.

A common use of this is to pay for an internal company expense, such as petty cash, or to pay bills for which you don't receive a vendor invoice.

To add expenses to a check:

Go to Transactions > Bank > Write Checks.
On the top of the Check page, enter information about the payee, dates, and other information about the payment. You can enter the amount here or when you enter the detail lines. For more information, see Writing Checks.

If the Auto Fill preference is turned off, you can click Auto Fill to fill information from the last transaction for this payee.

To enable or disable the Auto Fill preference, go to Home > Set Preferences. On the Transactions subtab, in the Basics section, check or clear the Auto Fill Transactions box.
On the Expenses & Items subtab, click the Expenses subtab to enter the expenses.
1. In the Account field, select the appropriate ledger account.
  
  Note:
  You must have the Expand Account Lists preference enabled to select a credit card account in this field. For more information, see Accounting Preferences.
2. Enter an amount for the expense item. Amounts entered here update the Amount field in the header.
3. Optionally enter a memo.
4. Select an expense category if you use internal expense categories and have customized the Check page to display this field.
5. Select a department, class, or location to associate with this transaction, if used.
6. Enter the Customer or Project associated with this expense.
7. If this expense is billable, check the Billable box.
8. Click Add.
Repeat step 3 for any additional expenses.
Save the transaction.

Note:

If you use voucher checks, you can print a maximum of 19 line items on each check. If you have more than 19 line items for a single check, the items do not appear on the voucher.

To add expenses to a check:

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