How to Print Checks

Background
Advanced Filter Options
Tips/Resolving Common Problems

Background

AccountEdge has the ability to print several different types of checks:

  • Regular (Spend Money) Checks
  • Payable Checks
  • Refund Checks
  • Payroll Checks

There are check printing options under the Banking, Purchases, and Payroll command centers that all work the same - they are just filtered for a particular type of check.

Using Print Checks

The print checks feature is for checks that have already been recorded. You also have the option to print a payable or spend money check while you are recording it, but that will be covered in a separate article.

Printing Regular Checks
Printing Payable Checks
Printing Payroll Checks
Printing Refund Checks

Printing Regular Checks

  1. Go to the Banking Module
    print_checks.png
  2. Click on Print Checks
    review_befor.png
  3. Select the account the check was written from
  4. [Optional] Set the check # of the first check in printer (see Advanced Filters below)
  5. [Optional] Click on Advanced Filters to set the filtering options for which checks display in the Print Checks window (more info below). Click ok
  6. Check off any checks you would like to print in the left hand column
  7. Click print in the bottom right

Printing Payable Checks

  1. Go to the Purchases Module
  2. Click on Print Checks
  3. Select the account the check was written from
  4. [Optional] Set the check # of the first check in printer (see Advanced Filters below)
  5. [Optional] Click on Advanced Filters to set the filtering options for which checks display in the Print Checks window (more info below). Click ok
  6. Check off any checks you would like to print in the left hand column
  7. Click print in the bottom right

Printing Payroll Checks

  1. Go to the Payroll Module
  2. Click on Print Paychecks
  3. Select the account the check was written from
  4. [Optional] Set the check # of the first check in printer (see Advanced Filters below)
  5. [Optional] Click on Advanced Filters to set the filtering options for which checks display in the Print Checks window (more info below). Click ok
  6. Check off any checks you would like to print in the left hand column
  7. Click print in the bottom right

Printing Refund Checks

  1. Go to the Banking Module
  2. Click on Print Checks
  3. Select the account the check was written from
  4. [Optional] Set the check # of the first check in printer (see Advanced Filters below)
  5. Click on Advanced Filters button and change the Check Type to Refund. You can set the other filtering options for which checks display in the Print Checks window (more info below). Click ok
  6. Check off any checks you would like to print in the left hand column

NOTE: In the bottom left corner you will a button that reads Order. If you wish to Order checks that work with AccountEdge (without having to customize them yourself) that will brint you to the http://www.accountedgechecks.com webpage.

Advanced Filter Options

Within the "Print Checks" window you can click on "Advanced Filters" to change the filtering options for which checks show up under "Print Checks."

advanced_filter.png

These options are:

  • Selected Bank Account: You can change to the bank account you want to print checks from
  • Check # of First Check in Printer: You can specify the ‘Check # of First Check in Printer’ to match the number on your pre-printed checks, which helps if checks jam and/or go missing or you have to re-do them - that way it automatically renumbers based on this
  • Check Type: You can show All check types or filter for a particular type (ie: regular or payable)
  • Unprinted Checks Only: If unchecked this will show ALL checks recorded to this bank account
  • Checks Dated From/To: Show only checks in a particular date range
  • Checks Numbered Between: Show only checks in a particular check number range
  • Voided Checks Only: Show only checks with the "VOID" status
  • Selected Form for Check: You can ‘Select Form For Check’ from the default forms provided by AccountEdge or from any check forms you have customized.
  • Print Alignment Form: Allows you to print a test form with sample data to make sure that it will properly fit your check and stub
  • Customize Checks: Allows you to customize the set up of your check and check stub. This support article has further information.

Tips/Resolving Common Problems

There are a few common problems that people run into when attempting to print checks. The biggest problem that most people run into is the formatting of the check itself.

Default Check Forms

The software comes with some default check forms. You can custom these forms to suit the format of your checks; however, you need to make sure you are using the right default form to customize from.

  • 3 Up Checks: These are three checks to a page. This means that with these checks there are no stubs.
  • Continuous Feed Checks: This is formatted for dot-matrix printers. If you are using a standard laser printer - this isn't the correct check.
  • Laser/Inkjet Checks: There are multiple Laser/Inkjet checks but they all have the same basic format. The format is one check and two stubs to a page, with the check being on top.

As noted above - you can customize your checks to fit the paper forms you have. This support article has instructions on how to customize forms in general.

If your checks happen to be in the format of stub-check-stub you can find information on how to accomplish this here.

Page Size Error

Most people use checks that are letter sized (for instance - the Laser/Inkjet and 3 Up Checks both print to letter sized formats). If you receive a message that the default paper size is legal it means that you have the continuous feed check set as your default form. This can be modified by going to Print Checks > Advanced Filters and changing your default check form.

Different Check Types

All the different check types (payroll, regular, payable, etc) use the same forms. The only thing that is actually going to change is the stub of the check. So you don't have to customize multiple check forms (assuming you use the same paper checks for all check types).