How To Add An Account In Quick Cheque

Quick cheque allows you to create accounts in a bank as per your requirement. All the transactions you perform henceforth through this account will be recorded under this account for reporting purposes. Multiple accounts can be created in the same bank using Quick cheque. Each account should hold a unique account number. For instance, You are maintaining a salary account in a certain bank and you don’t get any  % of interest through that account even if bulk amount is available in your account, then you would want to open a saving account in the same bank  which benefits you, and you want to open a separate account for your housing loan in same bank, all these accounts can be created in a single bank with different account numbers. You can follow the below mentioned steps to Add an Account in Quick Cheque.

Lite Edition

This functionality is applicable to only Premium & Enterprise Editions. You can contact our sales team on [email protected] in case you are using the Free or Lite Edition and would like to upgrade it.

Premium Edition

Steps to be followed to add an Account 

  • Login to Quick Cheque with the user having privileges to add an Account.
  • Navigate to Masters menu and click Accounts button.
  • You can click Add button to add a new account or double click any of the listed accounts so as to edit them.
  • In either instance, a pop up window opens asking for the inputs for adding the Account in Quick Cheque. Kindly note that the mandatory fields are having a yellow background and must be entered in order to save the Account.
  • Bank Name ► You can select a Bank from the drop-down menu for which you wish to create an account . The list of Bank contains more than 50 banks, which were preloaded in Quick Cheque. Kindly view the related post How to Add a Bank in Quick Cheque at the bottom of this page for more info on creating Banks in Quick Cheque.
  • Account # ► Provide a unique Acccount number,so that you can keep a track of  all the transactions done through this account quite easily.
  •  IBAN # ► Enter the IBAN number(International Bank Account Number). This number is an internationally agreed system for identifying bank systems.
  • Track Balance ► Quick Cheque can track the balance of your account and guide you on every withdrawal and deposit done through your account. When you enable this option by selecting the checkbox Track balance, your current balance field will be updated after every transaction.
  • Opening balance ► It determines starting value of the bank account. You can add your account with the amount as you wish. Else minimum amount should be deposited as a opening balance. This minimum amount will differ from bank to bank.The amount you add now will be updated in the current balance field.
  • Currency ► Select the Currency from the drop down menu in which all your account transactions will depend. In the list you can find all the currencies of different countries. In case you select the currency as UAE Dirham, the currency part will be automatically displayed as AED.
  • Account Type ► Provide the Type of Account you wish to maintain with the Bank. It can be selected from the dropdown menu. The type of account may be saving account, current account, business account etc.
  • A/C Holder ► Provide the name of A/C holder who wants to add an account in this particular Bank. He would be the signing authority for this account. Multiple accounts with same A/C holder is possible in the any bank.
  • Remarks ► You can capture any other key information that has been missed and you would want to record, mention it in the Remarks field.
  • Once all entries are made, click the Save button to save the Account and proceed to the next step.

Using the grid

A Grid is something which you will see on almost all screens of Quick Cheque. This primarily provides a listing of all data or records existing in Quick Cheque corresponding to a screen. You can edit the Account which you added in a particular bank either by using the  Edit button on the grid or by double clicking on the account you wish to edit. Quick Cheque allows you to edit all the fields except the bank name and opening balance. These two fields remains same as it was during the first time of creation. The grid also comes with the advanced features for filtering, sorting, grouping etc.

Inactivate

Quick Cheque allows you to Inactivate the account you added to certain bank. If you wish to do so, select the account you want to inactivate either use the Edit button on the grid or double click the account you want to inactivate. Your Bank Account screen opens up in which you can see an Inactive button. When you click that button a small pop up opens asking for the remarks. Kindly enter the reason to inactivate and proceed.

Enterprise Edition

  1. Follow the same steps as for the Premium Edition.

Related Posts