Customizing Checks

Customizing Check to Add Payee Address Information

You can customize a check to have one field with a customer/vendor's name and then another field that will have their name and address information. This can be slightly confusing as it is actually the same field called "Payee".

To be able to adjust this:

  1. Go to Setup > Customize Forms > Checks
  2. Choose a check (if you want stubs it would have to be one of the Laser-Inkjet checks)
  3. Click Customize)
  4. Click the Field button (No. 3 in the image below)
  5. Check off Payee and click add (No. 4 in the image below)
  6. Drag the field to the location you would like it to be (No. 1 in the image below)
  7. Modify how large the field should be by clicking on the Payee field and dragging the middle blue box upwards until it only shows the word Payee and doesn't have room to display more than the name
  8. Leave the original Payee field (No. 2 in the image below) so that it is large enough to include both the name and the address


If you do not need the name/address you can just modify the original Payee field to only be large enough to include the name (vertically).

Customizing Check to Have Format of Stub- Check - Stub

AccountEdge templates are set up to use a Check-Stub-Stub format. To Customize an AccountEdge check template to print to a Stub-Check-Stub format on an 8.5" x 11" sheet:

1.Select Setup > Customize Forms > Checks
2.Choose the laser check form that provides a check with 2 stubs (e.g., Laser/Inkjet Check #960L)
3.Click the Customize button
4.Select Edit > List Select All in the Customize Checks window while the Check layout is being displayed
5.Select Edit > Cut

6.In the Layout drop down menu select the type of check stub layout you will use (if you use different types you'll have to do this for each)
7.The layout for both stubs will appear in the window once you scroll down to the middle of the form. Hold down the shift key and select all the fields in the first stub
8.Move one of the selected fields to the top part of the form. All of the selected fields will move. You can either drag this with the mouse or use the arrow keys on the keyboard. Place these fields on the top part of the form
9.Repeat the last two steps for each stub layout that you use
10.Change the Layout back to Check
11.The check layout will appear in your customize window. Select Edit > Paste
12.Move the check fields to the middle of the form (about 4")
13.Test print on a blank piece of paper to verify the alignment of the checks and stubs
14.Fine-tune adjustments as necessary
15.Select Save As to save the custom check template