Checkeeper offers powerful searching and reporting features so that users can keep up-to-the-moment track of their funds, ensuring more accurate bookkeeping and better cash flow management. Checkeepers can run reports according to any month, quarter, year, or custom time frame that suits their financial management needs, and Checkeeper also offers the option to export an entire check history. Consider some benefits of exporting your check history on demand, as well as simple instructions for how to get a comprehensive report in your hands in only a few clicks.
Exporting a complete check history benefits financial management. An exported check history will take the form of a spreadsheet containing column headings for relevant check fields: check number, date, payee, amount, etc. Reports also show the dates and times of check creation, custom check fields that were added, and whether or not each check was voided. Checkeepers often opt to export a partial or complete check history when they need to:
When it’s time to close the books for the year or share records with an accountant, Checkeeper makes it easy. Accountants and bookkeepers are familiar with online check printing and mailing, and with the automated registry that records and stores payment data. When you need documentation to assist with accounting or tax preparation, a comprehensive report of your check spending offers an important inclusion along with bank statements and other financial documents to provide a full picture of your expenditures.
Regular reconciling of financial accounts, check registries, and bank statements is important for maintaining accurate books. Checkeeper makes it easy to download a list of check payments issued within any month, quarter, year, or custom time frame to equip users with an accurate tool for matching and comparing data from printed checks with checking account statements and financial documents.
An exported check registry within Checkeeper will give you a list of issued checks to gain better insight into where your money is going so that you can make necessary budget updates. An exported check history will list all the vendors and affiliates you have paid by check over the course of the year (or other custom time frame) for more accurate review and comparison.
When you need to track down a payment, locate the source of an error, or settle a dispute, your Checkeeper registry makes sorting through transactions simple and expedient. Search the check registry according to any check field, or if there are multiple discrepancies to research, generate a comprehensive report of all check spending to a specific person or business or within a designated date range.
Business owners who manage multiple businesses and bookkeepers who manage payments for many clients all appreciate the convenience and cost-effective efficiency provided by Checkeeper. Add as many businesses or client companies to a main Checkeeper account, and access them all from a single login and navigation page. Each business has its own settings and saved templates, as well as its own smart check registry for running reports. When it is time to close the books for the year, bookkeepers can run a comprehensive check spending report for each client without any crossover with other clients. Each report is run separately for each added business, keeping busy bookkeepers organized and equipped with accurate records for their clients.
Checkeeper reports give a detailed snapshot into your entire year’s history of check spending for you to balance records and accounts more accurately; it also helps users spot places of overspending, redundancy, and waste. Your comprehensive check history is a vital tool for gaining an overview of payments issued within a specific time frame (including forever) so that users know where to make cuts when needed.
If you are new to Checkeeper, or if you have never exported a check history, follow some very simple steps to pull up a comprehensive report:
1. Log in to Checkeeper.
2. In the middle of the left-side navigation bar, find and click ‘Reports.’
3. Input a custom date range that goes back to the day you registered with Checkeeper.
4. Click ‘Print Report’ or ‘Download’ to receive your check history in a preferred form that you can then email, copy, file, or share.