Checkbook Setup
(Step 5 of 6)

Step 5 of the Checkbook Setup wizard allows you to enter the Account holder's name and address as well as the Bank name and address that will appear on checks. To open the Checkbook setup wizard from the My Accounts screen select the Edit Checkbook icon, or from the Transactions or Write Checks screens select the Account button and Edit Checkbook option.

1. Enter each of the address fields as they should appear on checks and deposit slips.
2. If you wish to have a phone number printed as well, enter a phone number in the Phone field.
3. Enter the name and address of the bank from which the check is drawn
4. By clicking the Bank name button you can access a database of branches to auto-fill these fields.

By clicking on the Advanced button you can access the dialog box for the Advanced General and Deposit Slip setup.

Back to Step 4 or continue to Step 6 of Checkbook Setup.