Adding Expenses to a Check

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

A common use is to pay for internal company expenses, like petty cash, or to pay bills when you don't get a vendor invoice.

Go to Transactions > Bank > Write Checks.
At the top of the Check page, enter the payee, dates, and payment details. You can enter the amount here or in the detail lines. For more information, see Writing Checks.

If the Auto Fill preference is turned off, click Auto Fill to enter 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, open 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. This updates the Amount field in the header.
3. Optionally enter a memo.
4. Select an expense category if you use internal categories and have added this field to the Check page.
5. Select a department, class, or location to associate with this transaction, if needed.
6. Enter the Customer or Project for this expense.
7. If this expense is billable, check the Billable box.
8. Click Add.
Repeat for any additional expenses.
Click Save.

Note:

If you use voucher checks, you can print up to 19 line items per check. If you have more than 19, the extra items don't appear on the voucher.