How Quickly Prepare and Print Checks in Quicken - ProperSoft

How Quickly Prepare and Print Checks in Quicken

This tutorial shows how quickly create transactions or checks to print, convert to QIF file and import into Quicken and print checks. We will use CSV2QIF utility.

You can use Excel or your favorite spreadsheet software to quickly enter transactions or checks. So the idea is: you use your spreadsheet application to quickly enter data or you have that data already as CSV. Instead of using Quicken as a data entry point, you use Excel or your favorite spreadsheet application as a data entry point. And we can name it as 'Checks'.

How Quickly Prepare and Print Checks in Quicken Step 1: name as checks

What is important: that first line should have the column names, so the converter configure out what is going on, how is your file organized. So we can have: Date, Amount, Payee, Memo, Check number columns.

How Quickly Prepare and Print Checks in Quicken Step 2: first line

Check number column supposed 'Print' value for all transactions. The first capital 'P' must be at the word 'Print', and the rest should be lowercase letters.

How Quickly Prepare and Print Checks in Quicken Step 3: first capital P

There are some Dates, Amounts (you can enter amounts as positive numbers, you can easily adjust it in the converter later), Payee names, Memo. Now we have to save a CSV file. If you have Excel, you can save as Excel, it's fine, the converter can open Excel files or CSV files. So we select 'File' - 'Download as' - 'Comma-separated values'.

How Quickly Prepare and Print Checks in Quicken Step 4: file, downloaded as

Click the 'Save' button.

How Quickly Prepare and Print Checks in Quicken Step 5: save file

Then we have this file saved. Now we're going to ProperSoft CSV2QIF converter and then we use that file 'Checks-sample'. Click the 'Open' button.

How Quickly Prepare and Print Checks in Quicken Step 6: checks-sample

So we have our amounts. And what we have to say that charges are positive. Just click on 'Charges/Withdrawals'. It's all withdrawals because it is check numbers.

How Quickly Prepare and Print Checks in Quicken Step 7: charges

Then we check that Doc number has 'Print' value for all transactions.

How Quickly Prepare and Print Checks in Quicken Step 8: doc number

In this example, we use Quicken 2017 which requires for QIF files to have the account name. So we have to set Account Name exactly as you have in Quicken (in this case Checking).

How Quickly Prepare and Print Checks in Quicken Step 9: checking account name

Click the 'Convert' button to create your QIF file and switch to Quicken.

How Quickly Prepare and Print Checks in Quicken Step 10: convert button

If you are using Quicken 2018, or Quicken 2019, or later, you don't have to set the Account Name and for Quicken 2017 or Quicken 2014, you have to use the Account Name. In Quicken click 'File' - 'File Import' - 'QIF File'.

How Quickly Prepare and Print Checks in Quicken Step 11: file, import again

Then click the 'Browse' button.

How Quickly Prepare and Print Checks in Quicken Step 12: browse button

Look for 'Checks-sample' file and select it.

How Quickly Prepare and Print Checks in Quicken Step 13: open checks-sample

For Quicken 2017 we have to select 'All account', for Quicken 2018, 2019 we select Account Name here that we want to import transactions. Click the 'Import' button.

How Quickly Prepare and Print Checks in Quicken Step 14: all account in Quicken

Now data is imported.

How Quickly Prepare and Print Checks in Quicken Step 15: data imported

Check number set as 'Print'. Click 'Accept All'.

How Quickly Prepare and Print Checks in Quicken Step 16: accept all

Now we are ready to print. So what Quicken does? Whatever is named as 'Print' will be used to print checks. And Quicken will generate numbers instead of this 'Print' value once it prints.

How Quickly Prepare and Print Checks in Quicken Step 17: ready to print

Click 'File' - 'Print Checks'.

How Quickly Prepare and Print Checks in Quicken Step 18: file, print checks

Then we set Check Number that we want to start. You have your check number, it will not be shown on 'Print' because the check number is on your actual checkbooks, on those templates you have to print. So you are entering some number (for example, 1100) to match what you have on your checks and then click 'OK'.

How Quickly Prepare and Print Checks in Quicken Step 19: first check number

In this case, we don't have like 'Printer setup' here, so we will just print to the output file.

How Quickly Prepare and Print Checks in Quicken Step 20: save print output

What Quicken does: in case if printing directly to printer or something happens, like paper jam - it allows you to reprint certain pages because this print value will be replaced with actual check numbers. So if you say everything is ok - it means you printed your checks so Quicken will change that print value to actual number to match what you have on paper.

How Quickly Prepare and Print Checks in Quicken Step 21: did check print ok

Let's verify quickly that we do have this printed as gas-company, hundred dollars, date, memo. There are no check numbers, as it was mention before, so all this template already for template to be printed.

How Quickly Prepare and Print Checks in Quicken Step 22: template

Now we click the 'OK' button.

How Quickly Prepare and Print Checks in Quicken Step 23: click ok check print

And then we see the check number is generated and that's it.

How Quickly Prepare and Print Checks in Quicken Step 24: check number generated

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