Checkeeper offers an intuitive platform that is easy to learn and use. Checkeepers who are new to online check printing, as well as experienced users who want to attain a little extra training, can benefit from helpful online videos that walk users through many Checkeeper features, including how to link and maximize software add-ons.
Online videos show viewers how to get started using some of the accounting and payroll software compatible with Checkeeper. Videos feature the following software add-ons that can be used with Checkeeper:
A short video demonstrates the steps to add QuickBooks Online to Checkeeper: log in to Checkeeper, select the ‘Add-ons’ tab, select QuickBooks Online from the menu of options, and then log in to your QuickBooks Online account. Once the integration is set up, QuickBooks Online will appear as an option inside your ‘Create check’ tab. Once selected, users can then export checks from a QuickBooks Online account into Checkeeper for easy printing and mailing.
Checkeeper can offer a custom check option for issuing paychecks and automatically recording the data. In addition to working with Gusto and Patriot Payroll, Checkeeper also works with Square, and a short video takes new users through each step for issuing employees a paper paycheck.
Connecting the Checkeeper account to your Xero account allows you to have unpaid invoices turned directly into check payments for immediate printing and mailing.
A short video shows users how to import bills from an Odoo account into Checkeeper for on-demand check printing and mailing.
The videos go into depth on how to use some important payment and payroll features, and they offer detailed demonstrations you won’t find elsewhere. Some key topics highlighted by the videos include how to:
· Print checks from your office on the check stock or paper of choice
· Convert CSVs to checks
· File a regular payroll cycle or an off-cycle payment in Square
· Switch from direct deposit to physical paycheck for those workers who will be paid by Checkeeper check
· View a Bank Withdrawal Summary
· Have all the hours employees worked automatically placed
· Preview individual checks and confirm all pay stub information
· View all checks in your QuickBooks Online account to select the ones for Checkeeper to print
· Export checks from QuickBooks Online into Checkeeper
· Filter your check list by any payment criteria
· Import bills from Odoo into Checkeeper for fast creation of checks
· Add or change account and routing numbers
· Automatically bundle totals due to the same vendor in order to save time and reduce paperwork
· Import Xero invoices that you want paid by check
· Attach invoice tables
In-account video walkthroughs also show users—very quickly—how to take advantage of Checkeeper’s many features. Pro Tips videos (inside the Help tab) give short, comprehensive, automatically-repeating examples of Checkeeper features. Topics are listed in subcategories that progress from basic features for new users to more advanced features. Subtopics include:
Creating checks
Check registry
Layouts
Profile tools
Settings
Import checks
Mail settings
Reports
· New Checkeeper subscribers
· Business owners considering switching from paper checkbooks to online check printing
· Bookkeepers who work with different accounting software services for clients
· Free trial members
· Users experiencing technical issues
· Users who are unaware of all the available bonus features
· Checkeepers who are ready to use mailing services
Checkeeper videos and in-account demonstrations offer all the training most users need to get started using Checkeeper, as well as to exercise the more advanced features and software integrations.