5 Ways To Use Add-Ons in Checkeeper To Improve Financial Management

Checkeeper offers customization options for professional business checks. Checkeeper enables users to print their own customized business checks or to have checks printed and mailed for them to the recipients and addresses designated. To help streamline the payment process even more, Checkeeper can work as either a stand-alone service for bill paying and payroll needs, or it can be linked to a compatible software service for smoother, more efficient check printing, mailing, and recording.

Consider five ways to use add-ons in Checkeeper to make the bookkeeping and financial management more accurate and efficient.

Linking Checkeeper to compatible services:

1. Adds a custom check option

Many payment tools are available to small business owners, but not all of them come with a customizable check template for immediate printing of professional checks. Checks are still one of the most widely-used payment methods for business payments, and adding Checkeeper to other accounting, payment, or payroll software offers users a custom check option to add to their other payment methods.

2. Reduces data entry

Entering data in multiple places, multiple times, consumes time and energy and often leads to errors. Opting for financial management software services that work compatibly together reduces the number of manual entries needed because data entered in one place is automatically updated across multiple channels simultaneously. Each Checkeeper account comes with a smart check registry that automatically records and stores the details of each check transaction and can sync that data for automatic expense categorizing, invoice paying, or payroll processing in the other software services in use.

3. Improves accuracy

The more entries into your different applications and ledgers, both the online registries and the paper hard copies, the more opportunities for errors. Data entry errors, misspellings, misrecorded dates and amounts, as well as omitted and/or duplicated entries, create inaccuracies in your records that can be difficult to track down, can compound over time, and can be costly to fix. Using Checkeeper with other programs, such as QuickBooks Online or Gusto, reduces the number of times and locations data needs to be recorded, and therefore, the number of mistakes that will occur.

4. Converts bills directly into check payments

Users of Odoo and Xero have the option to import their unpaid invoices directly into Checkeeper to have a custom check generated using the data from the bill. Payments due to the same vendor can be consolidated into a single check with an attached invoice table that breaks down the total, and all the information can be recorded and stored for users automatically.

5. Saves time

Instead of taking the time to manage financial data in multiple places, software integrations enable data to be recorded and shared, saving users time and eliminating some redundant bookkeeping steps. Checkeeper also offers complete check mailing services for ultimate time savings: input check data into a check layout, or upload a CSV file containing payment data for many checks at once, and Checkeeper will generate the needed checks and mail them to their recipients according to the priority delivery method of their choice.

Checkeeper add-ons are ideal for business owners, managers, and bookkeepers who need a system for:

· Keeping bills and payments up to date

· Having checks printed and mailed for them

· Running payroll

· Recording and saving check expenses automatically

· Sharing payment responsibilities among multiple people

· Reducing manual data entry

· Converting unpaid invoices directly into check payments

· Managing payments efficiently for more than one business

· Consolidating and syncing payment data in multiple places at once

To use Checkeeper add-ons:

Select ‘Add-ons’ from the left-side navigation bar.

Select the appropriate software service from the list of options.

Follow the prompts to link Checkeeper.

Once the proper add-ons are connected, users can locate them in the 'Create' tab for future use.