CheckJet® Express Manager
Most CheckJet® Express users will start by using the CheckJet Central application to design their check and then publish the check design for use by CheckJet Express. If you received a CheckJet Express check design from TypeHaus or a TypeHaus partner, you probably do not need to use the CheckJet Central application. If you still need to design your check, click here for the CheckJet Central tutorial.
When using pre-printed checks, you will normally order a different box of pre-printed checks for each of your check printing accounts in QuickBooks. This is because each of those accounts in QuickBooks are normally associated with a different account at a bank, and each box of checks is unique for each back account.
The same idea is true when using CheckJet Express. First you design a check for each of your check printing bank accounts by using the CheckJet Central application. You then use CheckJet Express Manager to associate each of those designs with the appropriate account in QuickBooks. Once each design has been associated with the proper account in QuickBooks, CheckJet Express knows which design to use when you print checks from those accounts.
If you still want to use pre-printed checks for some of your QuickBooks accounts, simply do not associate a check design with those accounts. You only need to associated check designs with those QuickBooks accounts from which you want to print checks using CheckJet Express.
Associating check designs with an account does not prevent you from printing checks using pre-printed check stock from QuickBooks exactly like you have always done. Continuing to use QuickBooks to print any or all checks still remains functional. The only concern is CheckJet Express does not keep track of the check numbers printed by QuickBooks, and QuickBooks does not keep track of the check numbers printed by CheckJet Express. So if you want to switch back and forth, be sure to confirm your check numbers before printing.
To associate a check design with a QuickBooks account, first make sure QuickBooks is already running and has open the company file containing the check printing account. When first using CheckJet Express, you may want to experiment using one of the sample company files Intuit provides for use with QuickBooks. In that case, make sure you have the sample company file open when using CheckJet Express Manager so it knows which company file contains the account.
Also make sure that QuickBooks does not have any dialog boxes open. QuickBooks has a limitation that it cannot communicate with other applications while it has any dialog boxes open. Once QuickBooks has the correct company file open, launch CheckJet Express Manager using either the desktop icon or the icon in the Windows Start Menu under TypeHaus. CheckJet Express Manager will present its main form.
The main form shows the "About" information for the application along with buttons to select one of the CheckJet Express Manager main functions. Start by clicking "Manage check designs for accounts...".
At this point, CheckJet Express Manager will contact QuickBooks and ask it for the list of your company bank accounts. Normally this step will complete within just a few seconds. If nothing appears to be happening, confirm that QuickBooks does not have any dialog boxes open. QuickBooks has a limitation that it cannot communicate with other applications while it has any dialog boxes open. If any QuickBooks dialog boxes are open, CheckJet Express Manager will sit there waiting for QuickBooks to respond.
If this is the first time this version of CheckJet Express Manager has contacted QuickBooks, QuickBooks will present its own form (not shown here). This QuickBooks form asks you to confirm whether to permit CheckJet Express Manager to communicate with QuickBooks. QuickBooks asks you to select one of four options:
- Yes, prompt each time
- Yes, whenever this QuickBooks company file is open
- Yes, always; allow access even if QuickBooks is not running
QuickBooks also provides the following check box:
- Allow this application to access personal data such as Social Security Numbers and customer credit card information.
From the list of options, only "Yes, prompt each time" or "Yes, whenever this QuickBooks company file is open" are necessary for CheckJet Express Manager to work. "Yes, whenever this QuickBooks company file is open" will be the most user friendly since QuickBooks will not ask you again in the future for this version of CheckJet Express Manager. QuickBooks always asks again for each new version of an application. If you want QuickBooks to ask every time you use CheckJet Express Manager, select "Yes, prompt each time."
The check box "Allow this application to access personal data..." should be left not checked. CheckJet Express Manager does not need to access any personal data.
Once you have told QuickBooks to communicate with CheckJet Express Manager, QuickBooks will return the list of bank accounts and CheckJet Express Manager will proceed to the next step.
CheckJet Express Manager displays a list of all the bank accounts you have configured in QuickBooks together with information about any check designs you have associated with those accounts. Accounts with no information under Check Design Description and Design Published do not have any check designs associated with them. Assuming you have not previously associated any check designs with any accounts, the Check Design Desscription and Design Published columns should be blank.
To attach a check design to one of the listed accounts, click on the account name in the list to select that row. Click on "Attach check design..." and the usual Windows File Open form will display. Browse to and open the CheckJet Express check design file that was previously published from CheckJet Central. CheckJet Express check design files have the extension ".CJExpressCheck". CheckJet Express Manager will perform the association and then refresh the status of the bank accounts and associated check designs.
The list now shows the Check Design Description and Design Published date for the newly attached check design. The Check Design Description is the arbitrary description of the check design that was entered in CheckJet Central when the check was designed. The Design Published date can be very important.
When you make a series of changes to a check design using CheckJet Central, the process requires re-publishing the new design using CheckJet Central for use by CheckJet Express. You must then attach the newly published design to the account using CheckJet Express Manager. Sometimes one or more of those steps can be overlooked. When a check is then printed to test the new design, it will appear that the changes did not occur.
The Design Published column shows the exact date and time that the attached check design was published using CheckJet Central for use by CheckJet Express. If you think you have attached a recently changed design but your changes appear to be missing when you print test checks, be sure to check the Design Published date and time to see if it agrees with when you think you published the new design using CheckJet Central for use by CheckJet Express.
As part of associating a design with an account, CheckJet Express Manager copies the check design file to a special application data folder. This means you may change or delete the original file without impacting the design being used by CheckJet Express.
In the future, you can completely erase the check design associated with an account by selecting the account in the list then using the "Remove check design" button. If you simply want to replace an existing design with a newer design, it is not necessary to first remove the old design. Simply attach the new design and it will replace the old one.
The "Refresh" button instructs CheckJet Express Manager to request the list of accounts from QuickBooks again, and update the status of any associated check designs.
Now that you have successfully associated your check design with a QuickBooks account, click "Done" to return to the main form.
CheckJet Express is now configured for printing checks from any accounts that have check designs associated with them. Click "Close CheckJet Express Manager" to close the application.
The CheckJet Express Client application provides the interface for printing checks from QuickBooks using CheckJet Express. While you may use CheckJet Central occassionally to create new check designs or update old designs, and CheckJet Express Manager to associate those designs with your QuickBooks accounts, you'll use CheckJet Express Client for all your everyday check printing.