Checkeeper offers lots of great features for printing and mailing customized business checks on demand, including some you may have never tried. Checkeeper users have access to powerful search and reporting features, and they can export a partial or entire check history when needed to update their own records or share with an accountant.
Users new to Checkeeper who want to export a check history can follow some simple steps:
Your check history will open a spreadsheet that contains a column heading for each check field (number, date, payee, amount, etc.), as well the dates and times of check creation, custom check fields you added, and whether or not each check was voided.
There are a lot of occasions when an exported check history serves as a valuable tool for better financial management. You may want to download or print your check history when:
Updating and reconciling financial accounts help maintain accuracy; they are important steps in making sure balances and transaction records match each other so you have an accurate idea of your available cash. Downloading a list of recent check payments on a regular basis equips you with an additional tool for updating records and making sure balances and cleared transactions in your bank statements match your own records.
Checkeeper was designed with accountants and bookkeepers in mind. When it’s time to close the books for the year or share records with an accountant, Checkeeper reporting feature makes it simple and fast. Download a spreadsheet containing a full year of check payment data.
Having a complete list of your issued checks gives you the best insight into where your money is going. Combine your exported check history with your credit card statements and other payment receipts to see how much you spend each month, quarter, or year to contrast with your budget for more accurate forecasting and better money management.
When a dispute or question arises, your Checkeeper check registry is your ally in locating all the details of a specific payment. Instead of pouring over pages of scribbled check registries and months-old bank statements, search your online registry to find the details of any check created. Even if you don’t know all the check data, you only need one check element—payee name, or date, for instance—to locate the check instantly. Then you can compare to other statements to verify its cashing or depositing.
Checkeeper is ideal for busy professionals and business owners who manage multiple businesses, as well as for those who issue payments for many clients at once. Busy bookkeepers appreciate Checkeeper's convenient account consolidation by which users can use one login and password to pull up a dashboard containing all their managed businesses. Each added business has its own separate check registry, saved add-ons, check templates, uploaded logos and images, user permission settings, and mail credits. Having separate check registries makes it simple and accurate to pull up all the issued checks for one business without having to manually identify the different checks for the different companies.
Even though many of your payments are managed through online access, it can be helpful and advisable to have backup files and hard copies of important financial statements. When you need extra documentation, Checkeeper makes it easy to print a partial or complete check history to store, share, or access when needed.