Chapter 3. Using the Check Writer

This chapter explains exactly how to use the Check Writer module, including how to automatically generate IIF files for QuickBooks, and how to generate PDF commission statement files.


3.1 Generating QuickBooks IIF Files

To generate an IIF file, which you can import into QuickBooks, please complete the following steps:
  1. Pay out commissions as normal, through the Commission->Pay Commissions menu of the Admin Control Panel. Remember the exact Payment Date you specified when doing so.

  2. Go to the Checks->Generate Quickbooks File menu of the Check Writer module. Once there, enter the needed Payment Date, and if wanted, enter a check memo, then submit the form.

  3. After the script has finished processing, your web browser will turn into one large text file. Go to the File->Save As menu of your web browser, and save the file to your computer. Make SURE you save the file as a text file, with a .IIF extension.

  4. Open up QuickBooks, and go to the File->Utilites->Import->Import IIF Files menu. Select the IIF file, which you just saved to your computer, and import it.

  5. If you have successfully completed all above steps, all commissions checks will now be ready to be printed. You may print the commission checks by going to the File->Print Forms->Cheques menu of QuickBooks.


3.2 Generating PDF Commission Statements

Generating PDF commission statement files is done much the same way as generating IIF QuickBooks files. To generate a PDF file, first go to the Checks->Generate PDF Statements menu of the Check Writer. Specify the needed Payment Date, exactly as you did when you generated the IIF file for QuickBooks, and submit the form. After the script has completed processing, a new page will appear, which contains a link to the new PDF file, which was generated. Just click on the link to access the PDF file, then print it out.