These basic instructions apply to Quicken 2000-2004. For versions after 2004, additional instructions are given at the bottom of this page.

From the HUD-1 Page 2 screen in your closing file, click the Funding button in the upper-right corner. Click to set which HUD-1 items will be net funded (held back by the lender). A good strategy is to start by selecting No Net Funding, then choosing Line By Line to mark which items are being net funded. You can add in non-HUD-1 checks and other sources of funding. You can also review the total funding and net check/wire amounts.

1. On the Menu Bar (SC Windows), click File, then Print, and then Checkwriting (or press CTRL-K). On the “Checkwriting Control” screen, check the name of your file and press TAB.
2. On the “Checkwriting Control” screen click Preview to display the checkwriting breakdown. Use the arrow keys to scroll through the charges. Review the file balance and payee check total information in the upper-right corner of the screen as you scroll. Charges to the same payee will combine into one check in Quicken. To prevent charges from combining, change the payee name by adding varying numbers of spaces before the names. To add a new check, press Ctrl-N. To delete a check, press Ctrl-T. Press F9 when finished to re-display the screen when finished.
3. On the tool bar at the bottom of the screen, click Exit. On the “Checkwriting Control” screen, click Generate. Quicken will start and the check information will be sent to a temporary file (\sc\que\checks.qif) for you to import into Quicken.
4. From “Checkwriting Control” you can also click Print Summary for a Summary of the items listed in the Preview, or click Print Details for a Checkwriting Detail Report for the closing.

1. To import into your account, click the File menu, then Import, and then QIF File. For “Quicken Account to import into,” select the account, and for “QIF File to Import” enter [your SC network drive]:\sc\que\checks.qif. Click OK.
2. When asked “Unrecognized category or class – create category or class?” click Yes.
3. Important: In the check preview window in the lower half of the screen, make sure all transactions you want imported are marked “new.” If a transaction is marked “matched” it will not be imported unless you select the transaction, right-click it, and mark it “new.” Click Accept All when finished.

1. You can edit check entries in the Closing Account check register. To add a check, scroll to the blank entry at the bottom of the register. To delete, void, copy, or perform other functions on a check, select the check and, on the Edit menu, click Transaction, and click the appropriate function. Remove the word Print from any checks you don’t want to print now, and change deposits to DEP.
2. To view the actual checks, press Ctrl-W. Select checks to review or change from the list on the bottom half of the screen. Close the “Write Checks” window to return to the check register.
3. To print checks, on the File menu, click Print Checks.
1. On the Select Checks to Print screen, enter the first check number of the checks you will be using. You can print “All Checks,” “Checks Dated Through” or “Selected Checks.”
2. Set the type of checks being used (Voucher for checks with vouchers or Standard for three per page). (Set this permanently by clicking File, then Printer Setup, then For Printing Checks.)
3. Click OK to print, and review the printed checks. When asked “Did Check(s) Print OK?” enter the number of the first check which did not (this will reprint the check). Click OK to finish.
4. Print a Register Report by clicking, on the Register window tool bar, Report, then Register Report. Click Customize, then the Category tab. In the “Category Contains” field, type your Standard Conveyancer File ID, then click OK. Print with the printer icon in the upper left. Close the Report window when finished.
5. Print the check register by clicking, on the File menu, Print Register, and choose a date range to print.

On the checkwriting control screen (or Checks tab) is a new field called “Quicken Account Name.” It needs to be filled in, prior to clicking “Generate,” with the exact name of the account in Quicken. This can be done before or after adjusting the checks in the Preview.

On the Quicken QIF Import screen. Fill in the “Location of QIF File” by typing or browsing. Set the “Quicken account to import into” to “All Accounts." Do not change the other settings. Click “Next” to continue. The program will find transactions to import and then proceed as in older versions.

If Quicken will not import, either the Account Name field on the Checks tab does not exactly match the name in Quicken (try copying and pasting it from Quicken), or the Account field on the QIF Import screen was left blank instead of set to “All Accounts.”

To print the register report, click the Account Actions button on the right above the register. “Register Report” is either listed about half-way down in a sub-menu under More Reports.