Checkeeper offers help and tutorials for users at any level. Whether you are a new user of online check printing services, a free trial member, or a well-seasoned Checkeeper, there is always something new and useful to learn. Consider some help topics other users have explored in order to get the most out of online check printing and mailing services for their businesses:
Individuals, business owners, and professionals who are new to online check printing may have some questions, but are often surprised to learn how easy to use and navigable Checkeeper is, even to the most inexperienced users. If you’ve recently switched check providers, you are likely to have some questions about making the transition in payment systems as smooth and nondisruptive as possible. Some topics that new users find most helpful include the following:
Recommended online videos:
· How to print checks at home with Checkeeper
· How to upload custom check layouts
· How to customize a check layout
Pro Tips:
· Create a new check
· Add check attachment
· Edit checks
· Edit layout
· Add element
Recent blog topics:
· Checkeeper assists financial management for side businesses
· Online support and training for Checkeeper
· Unique Checkeeper features that reward users
· 5 perks of custom printed checks
Even those who have been Checkeepers for a while can still benefit from checking out some of the more advanced features, as well as new additions or integrations to the suite of options already in use. If you’ve recently adopted an accounting or payroll software for your business, you may be interested in learning how Checkeeper can be used with compatible programs in order to get the most out of online check printing and automatic recording. Some topics experienced Checkeepers should check out include:
Recommended online videos:
· How to print checks for Odoo bills using Checkeeper
· How to print bills from Xero into checks
· Square add-on tutorial
· Easy check printing with Quickbooks and Checkeeper
Pro Tips:
· Add invoice table
· Batch printing
· Activate layout
· Add background image
· Duplicate layout
· Add business logo
· Export entire registry
Recent blog topics:
· Specialty customization options for business checks
· Custom color logos
· Add an approval requirement to payments for better oversight and security
· Checkeeper offers a quick fix to some bookkeeping challenges
Professionals considering whether or not to adopt online check printing for their business benefit from exploring Checkeeper’s features, without incurring risk, cost, or commitment. Checkeeper accounts come with a 14-day free trial that unlocks all the benefits and features of unlimited check printing so that prospective users can try out features before adoption. Some topics prospective users find helpful:
Recommended online videos:
· Print and mail checks online
· How to update account information
· How to print custom checks from home
Pro Tips:
· Add new business
· Edit profile
· Add business details
· Enable two-factor authentication
· Update payment method
· Create new layout
Recent blog topics:
· Online check printing vs traditional checks
· Register for a free Checkeeper account
· 4 things to do after the free trial
· Returning to the office? Take Checkeeper with you
· Online check printing for traveling professionals
· 4 things to get rid of when you switch to online check printing
Bookkeepers with multiple clients to manage at once appreciate the convenience and versatility Checkeeper offers. Register for one Checkeeper account, and add as many businesses as needed to provide payment solutions for multiple clients at once. Each added business incurs its own subscription, but they are all accessible from a single login and dashboard so that busy bookkeepers can go back and forth between them without having to manage separate accounts and logins. Create and save different templates for different businesses, and place distinct company logos on the appropriate checks. Each separate business has its own check registry so that data is automatically recorded and reports can be run entirely separate from one another. Each individual business also has its own designated software add-ons, linked checking accounts, saved logos and images, user permission settings, and mailing credit balance. Checkeeper makes multi-business account management a more streamlined and efficient system than ever before.
Recommended online videos:
· How to create custom fields
· How to convert CSVs to checks for printing
· Easy check printing with Quickbooks and Checkeeper
Pro Tips:
· Void check
· Approve check
· Add new user
· Add business details
· Download report for all businesses
· Mail attachment with check
· Add custom fields
· Choose import file
· Add business logo
· Require check approval
· Purchase mail credits
Recent blog topics:
· Outsourcing options for check printing and mailing
· Tips for improving payment and recording accuracy
· Financial management tasks Checkeeper does for you
· Bookkeeping in less time with the right tools