QuickBooks Installation Notes
1000 plus QuickBooks bank files.
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paula Administrator Posts: 208
6/26/2014
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paulaAdministrator Posts: 208
Sent: Monday, June 16, 2014 2:26 PM
Subject: RE: PrintBoss | Citrix / Multi-office
Carlos – PrintBoss has 1 bank list with unlimited bank records. Use the + sign in the PrintBoss Bank List menu bar to continue adding bank records.
The bank record is triggered by the QuickBooks Bank Account Name and the Company Name that prints on the AP check. This value is entered in the Bank Code field of the PrintBoss bank record as 'Bank Account Name:Company Name'. The Bank Account Name prints automatically from QB for AP checks. The user must verify they have selected ‘Print Company Name…” from the QuickBooks printer setup window to print the Company Name. This will allow PrintBoss to accurately auto select the bank record.
There is an option on the Primary tab of the PrintBoss bank record when the account is used for both AP and Payroll. It is called ‘Enable “Payroll” Alias Name’. Otherwise, accounts that are Payroll only should be named Payroll:Company Name in the PrintBoss Bank Code field.
PrintBoss bank records can be password protected so the account is only used when the correct password is entered. This prompt occurs before the Check Number prompt when a password is assigned to the bank record. The Password field is on the Primary tab of the PrintBoss Bank Record and is available when one or all of the ‘Password Required’ fields are selected. This password is only required when printing. The Security tab can be enabled on the PrintBoss bank record to limit edit access to a bank record.
PrintBoss does not interface with QuickBooks. It only received a print stream and QuickBooks does not print check numbers. PrintBoss increments the check number automatically and retains the next number in the ‘Next Check Number’ field. The user has the opportunity to over-ride the next check number presented by PrintBoss when it is appropriate to do so.
I hope this answers your questions. I thought it would be more helpful to have this in an email to use as a reference. Feel free to call or email if you have additional questions.
Best Regards,
Paula Manker
edited by paula on 6/26/2014
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email submissions Administrator Posts: 173
6/26/2014
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Sent: Friday, June 13, 2014 3:47 PM
To: support@wellspringsoftware.com
Cc: Graham Neale
Subject: RE: PrintBoss | Citrix / Multi-office
PrintBoss is now installed in our citrix server however we have a few questions regarding the use of the software. Specifically the bank accounts, can we only use one list of bank accounts?
We are an accounting firm with over 1000 quickbooks files and each file has their own bank accounts.
Can bank accounts be controlled by the quickbooks company file to avoid human error?
Can the check number be pulled from Quickbooks not PrintBoss?
1. Check numbers are shared among different quickbooks company files?
2. Bank account list are shared among different quickbooks company files?
Please contact me at 85800000 to see if we can work this out.
Thank you,
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