Hello, and welcome. It's Candus Kampfer.
And in today's QuickBooks tips and tricks
I want to teach you about how do you adjust,
which checking account automatically pops up
when you go into your check register.
So often when I go into visit with clients,
they go to click on the check register, and they have to switch between accounts,
because their savings is the one that automatically comes up
or some other type of bank account.
So today, I'm gonna teach you, it's all about the chart of accounts and moving though
the accounts around,
so the one you want automatically comes up.
And then the second thing, I'm gonna teach you
is about preferences inside a QuickBooks
so, when you go to use accounts payable or write a check,
the correct account automatically comes up.
So come look over my shoulder, let's get started.
So a lot of times when I go and visit with a client, they click here,
and they go, oh, that's not the account, I want.
Hold on, let me switch it and they switch to their other account and then go in.
And so I always love to show him this little trick,
because it's super simple for that.
So the first thing you can do is go to lists,
go to your chart of accounts.
And you'll notice that there are little
diamonds so to speak on the left side.
And a lot of times what people don't realize
is you can actually
left click on
that,
hold it down, you'll notice a four-way arrow comes up,
as you keep the left side of your mouse down,
you can actually drag it up, you'll see this little line appears,
you can put it wherever you want, and you can put it up at the top
So you click on it and you pull it up.
And now your main checking account is on top.
So you're clicking on the little,
as you,
your mouse moves over it actually will create a four-way arrow
you keep that held down on the left side of your mouse.
And you can actually scroll it to wherever you want.
You can do the same thing through any part of your chart of accounts.
If you have expenses that you want to move around in your chart of accounts
or anything, you can change them that way.
So now when you click on Check register,
that checking account pops up first.
So that'll make your life easier.
The second thing you can do
is you can actually go under edit,
preferences
So when you go into the chart of accounts, that's just moving your account,
but you can also in the preferences,
select which checking account,
you want to open for a few different things.
So again, you go under edit,
preferences,
and this is your preferences screen,
there's a lot of different preferences throughout all my different videos,
I explained different ones.
But in this one, today, we're gonna go under checking.
And to the right, you'll see
my Preferences Tab,
and company preferences.
So the difference is my preferences
is for
the person who's currently logged into QuickBooks
company preferences is for if you have multiple users
that have their own logins that use QuickBooks,
so my preferences
changes your personal one.
And company preferences changes the company in general.
So we're gonna go down, if you're the only one who's logging in,
you can change
the company preferences.
If you're an employee,
you can only change your preferences.
So we're gonna go into company preferences,
we're gonna go down
to the bottom and it says,
if at every time a check is created a paycheck,
this the account we want to come from because some people
have a different bank account
for their payroll
and the same for payroll liabilities.
But
since we're gonna change the checking account,
we're gonna act as if we're only changing ours.
So we're gonna go open
the write checks window.
So you click on it,
and then it drops down,
which checking account you want.
So whenever you go to open the write check screen,
whatever checking account, you want to automatically select,
I'm gonna click-checking.
And then if I pay my bills,
which is pay bills as the vendor center,
grab this, that's using this here, pay bills,
and the write checks
is over here under banking, write checks,
okay.
And then.
So if you have when you go to pay your bills
you paid out of a different account, you can select that there,
if you still use the same checking account,
you can just select checking.
And then if you pay sales tax,
and use the same account,
you can select to your regular checking account
and make deposits. So what this is, is if you have account,
this is really used for bigger companies,
but it just makes it easy for when you go to use it that it always puts it in the right place.
So sometimes when people
have, say their personal and their business
inside of QuickBooks setup so that they can run it that way.
They will actually have or say you have multiple locations with
inside one data file.
Most likely you're using classes,
and you want it to go make deposit goes into a certain account.
Then you can select which account you want it to go to in here.
And if for example,
when I first started
consulting, I kept track of all my personal QuickBooks in one data file.
And
my consulting within the same data box it was a Schedule C.
And at that time, it was more commingled.
So in that example, I would always want to make sure that my make deposit
went to,
the one I use the most for that, which would be my consulting account
So
that doesn't make any sense. It's okay just know,
wherever you want these to go,
you're gonna select that account
and click OK.
When it says record deposit that's here.
After you received a payment from a customer
and you're recording the deposit,
that's what account it's choosing.
So to automatically select your checking,
you can still go in
and pick a different account if you need to.
And the same is true for write checks,
you can still select a different account if you need to.
If you have multiple accounts,
it's just you want to select the account that you use most often
for this data file.
And the check registers the same,
you can still select different ones, but it will automatically populate
the one you're using if you change that in the chart of accounts.
So this one, you're changing the chart of accounts.
This one
you're gonna change in the other screen.
I hope that was helpful.
Have an amazing day.
If you have a question,
please leave or email me your questions so I can create a video for you.
And if you know somebody
who could benefit from the tips and tricks, please share it with them.
Have an amazing day
I'll see you soon
Take care