To check if an Agent already has Checkbook Account Setting set:

1. Go to the Agent Menu. 
2. Find the Agent you are looking at.
3. Go to Contact Info under Membership.                           
4. Click Edit on the User Contact Info.
5. Look at the Checkbook Account filed. 
   • If the account has been set up you will see part of the Account Number.
   • If the account has not been set up you will not see anything.