Converting from Quickbooks

QB Switch-- Writing Checks

Goldenseal manages your bank accounts in a way that is very similar to Quickbooks.

Writing Checks

To write checks to pay vendors in Goldenseal, choose Pay Bills from the Bank menu.

To write paychecks, choose Write Payroll from the Bank menu.

To write an individual check, choose Checking Transactions from the Bank menu, and choose an account. Click the new button, and fill in payment details.

Viewing Checks

To see checking transactions, choose Checking Transactions from the Bank menu, and choose an account. Goldenseal will show you all bank transactions in a "record browser" window. Click the right side of the book at upper left to move to the next record. Click the left side to move to the previous record. Drag the triangle to move to any other record.

To see a register view, choose Banking from the Reports menu, and choose Checking Transactions from the submenu. Click the Update button to see all your checking transactions in compact form.

Reconciling

To reconcile a bank account, choose Banking from the Reports menu, and choose Checking Transactions from the submenu. Find each record that has cleared and enter a statement period into the Reconcile field at upper right. When you've entered all transactions, choose Reconcile from the Bank menu to match it against your statement balance.