Transferring checks to another checkbook

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

The transfer feature enables you to move one or more unprinted payroll check records from one checkbook to another in case you have mistakenly entered them in the wrong checkbook. (Note that you can access the Transfer dialog only if you have more than one payroll checkbook set up for the open client.)

  1. When the Payroll Check Entry window (or the Vendor Checks window) is active, choose Edit > Transfer from the Edit menu or choose Transfer from the F3 or right-click context menu.
  2. In the left pane of the Transfer dialog, double-click the checks you want to transfer to move them to the right-hand (Selected) pane.
  3. From the Transfer checks to drop-down list, choose the checkbook to which the selected checks are to be transferred.
  4. Click the Transfer button to complete the transfer.
  5. Click the Cancel button to close the Transfer dialog.

Related topics

Payroll Check Entry > Transfer dialog

Vendor Check Entry > Transfer dialog

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