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QuickBooks Installation Notes

Incorrect Bank information on Checks Messages in this topic - RSS

paula
Administrator
Posts: 208


4/15/2016
paula
Administrator
Posts: 208
When PrintBoss does not find an exact match, it opens a window with a list of the available banks. At the bottom of that window there is a checkbox to overwrite the BankCode. This box is checked by default.
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clco
Posts: 4


4/15/2016
clco
Posts: 4
Paula,

Both bank accounts have unique names and account information is correct on each bank file. Can you tell me where the option "Over write bank codes" is located?
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paula
Administrator
Posts: 208


4/15/2016
paula
Administrator
Posts: 208
Please confirm you have checked the following:

1. No 2 bank records have the same Bank Code
2. The Routing Number and Account Number is correct for the intended bank record.

The only reason I am asking confirmation is no one else has reported an issue. If this was due to the new version, we would be flooded with calls.
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clco
Posts: 4


4/15/2016
clco
Posts: 4
Paula,
Thank you for the response, but I don't feel this is correct. Everything worked fine until the recent update. I have the account in Print Boss listed the same and the account in QB. I select the account in QB to print checks from, it is the same account selected in Print Boss. When it prints checks it prints the header (bank info-name address) for the correct account but it uses the routing and account number from the other account I have set up in Print Boss
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paula
Administrator
Posts: 208


4/14/2016
paula
Administrator
Posts: 208
This typically occurs with QuickBooks. The user selects the wrong bank from the bank list when printing checks and does not uncheck the 'overwrite Bank Code' checkbox. The selected bank is now being auto selected incorrectly. Change the Bank Code in the PrintBoss bank list to match the Bank Name:Company Name for the correct company and bank. The bank name can be found in the Chart of Accounts in QuickBooks.
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clco
Posts: 4


4/14/2016
clco
Posts: 4
I have two bank accounts. Print Boss has started printing the name and address of one account and the routing number and account # of another account. I need help resolving this issue ASAP
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