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Checksoft™ 2005 Platinum



3 Easy Steps to Balance Your Checkbook & Print Checks


 

1. New Account Setup
Easily setup your business and personal checking, savings and credit card accounts in minutes. Import online bank data or existing Quicken®, Microsoft® Money and VersaCheck™ transactions. Checksoft works with most banks and credit card companies*.

     
 

2. Balance Your Checkbook
Manage your business and personal account transactions in one place. Reconcile your bank statement in minutes. See all your account balances at a glance.

     
 

3. Print Checks & Pay Bills
Design and print checks for all of your business and personal accounts. Print customized checks with all your financial information in one easy step. Or print checks to be filled out by hand.

Manage Business Payables & Receivables

Account Overview

 

View your checking, savings and credit card accounts in one place including balance, last transaction, upcoming bills and number of checks to print. Updated in real-time as transactions occur.

Account Register

 

Enter & edit transactions with ease. Checksoft works just like a checkbook, so it's easy to get started. Includes payee database so you don't have to retype payee information for recurring bills. Keep contact information and important notes.

Reconcile Accounts

 

Reconcile your bank statement with your account in minutes with the easy-to-use reconciliation wizard. The reconciliation wizard quickly walks you through the process of matching cleared transactions from your bank statement against transactions entered in your register.

NEW! Bill Scheduler

 

Stay on top of your finances by scheduling upcoming payments and transactions ahead of time. Bill Scheduler reminds when they're due or automatically records them for you. Ensure you're never late again on a payment.

Generate Professional Invoices or Estimates

 
  • Effectively manage your billing and cash collection. With just one click, you can print monthly statements to send to all of your customers.

  • Print or email invoices, estimates and customers statements. Send invoice emails all in one batch, by date range or specific invoice.

  • Calculates total and taxes instantly, including state and city sales tax rates. Accommodates U.S. and Canadian tax calculations.

  • Customize your invoice or estimate. Edit your headings. Add or remove columns. Include personalized messages, customer discounts and import company logo or graphic.

  • Track outstanding invoices for your customer accounts. The invoice tracker window tells you which invoices are overdue and the amount.

Purchase Orders

Generate purchase orders and track business expenses.

  • Enter account information

  • Set specific dates for each item

  • Add messages or shipping instructions

Inventory Control

Manage inventory levels of products, goods and supplies.

  • Each time an invoice is created the item quantity is automatically subtracted from your inventory

  • Set minimum inventory levels for each item

  • Warning message appears when each item is below minimum inventory level