Writing Checks in Sage Online

Writing checks in
Sage Accounting
is a
straightforward
process, and you can follow these step-by-step instructions to ensure that you do it correctly. These steps are based on Sage Accounting Online, but similar principles apply to
desktop versions of Sage
which is described here.

Step 1: Log In to Sage Accounting
– Go to the Sage Accounting website.
– Sign in to your account using your credentials (username and password)
Step 2: Navigate to the “Banking” Section
– After logging in, you will be on the dashboard.
– On the left-hand side of the screen, click on “Banking.”
–  This section allows you to manage your accounts and transactions, including writing checks.
Step 3: Choose the Account for the Check
– In the Banking section, select the bank account from which the check will be issued.
–  If you have multiple bank accounts, ensure that you select the correct one.
–  This will be the account from which the funds for the check will be deducted.
Step 4: Select “Write Check”
– Once you’re in the correct bank account, you’ll see various options for managing your account. Click on “Write Check” (or similar wording depending on your version of Sage).
– This opens the check-writing screen.
Step 5: Enter the Check Details
In the check-writing window, you’ll need to fill in the details. Here’s what you should enter:
– Payee: Enter the name of the person or company you are paying.
–  If the payee is already in your list of suppliers or contacts, you can search for and select them. If not, you can create a new contact by entering their information.
– Date: Enter the date of the check.
–  The system will typically auto-fill this field with the current date, but you can adjust it if needed.
– Check Number: If the system generates check numbers, it will auto-fill the next available number. Otherwise, you can manually enter the check number.
– Amount: Enter the total amount of the check (both numeric and written format, depending on how your checks are formatted).
– Account: Select the expense or account for the payment.
– Memo/Description (Optional): You can add any notes regarding the check. This can be helpful for your reference.
– Attach Invoice (Optional): If you’re paying an invoice, you can attach the invoice to the check for easier tracking.
– You can upload the invoice by clicking on the “Attach” button, if available.
Step 6: Confirm the Payment Type
– Ensure that “Payment Type” is set to Check.
Step 7: Review the Payment
– Double-check all the details you’ve entered, such as the payee, amount, and account.
– Ensure that everything looks correct before proceeding.
Step 8: Record the Check
– Once you’re satisfied with the information, click on “Save” or “Record Payment” to officially record the check in Sage Accounting.
– If your check has already been printed, you may also have the option to mark it as “Printed” in Sage.
– Save the check to ensure that all transactions are recorded in your bank ledger.
Step 9: Print the Check (Optional)
If you’re printing a physical check, you can now print it from Sage.
– Select the “Print Check” option (this might be available after you save the check).
– Choose your printer and ensure your check paper is loaded properly.
– Print the check.
– If you need to reprint it later, you can always go back to the check record and print it again.

If you don’t see a payee or account, you can add them directly from the check writing screen by clicking “Add New.”  Double-check that the bank account is correct before issuing the check. Sage will deduct funds from the selected bank account. If you’ve already issued the check manually, make sure the check number is accurate. Sage can track this automatically if you’ve enabled that setting.