Setting Up Checks

Before printing checks from a bank account for the first time, set up its check format.

Settings are per bank account

Set Up Checks applies only to the selected bank account and is remembered the next time you print checks from it. It does not carry over to other bank accounts, so repeat this setup for each account that prints checks.

Open the Bank Account

1. Go to Accounting > Financial Accounts > Bank Accounts. Use the Account Name filter to find the account, then click it.

   

2. Open the Tasks panel on the right and click Set Up Checks.

   

Configure Check Settings

Setting	Value
Stock Format	Check in the middle (required)
Check Format	Custom Megtech 1 (our default format)
Left Offset	0.000 in.
Top Offset	0.000 in.
Use MICR	Checked (required)
On-Us Field	Pre-filled from the account. Leave as is.

Click Print Test Check to confirm alignment on real check stock, then click Save.

Required settings

Stock Format must be Check in the middle and Use MICR must be checked. Checks will not print correctly without both.

Fix Overlapping Text

If text on the check preview or test print overflows or overlaps:

1. Click Customize next to the Check Format dropdown.

2. Drag the crowded fields down or apart until nothing overlaps.

   

3. Click Save.

Customize edits change the format itself

Layout changes save to the check format (Custom Megtech 1), not to the bank account. Every account using that format is affected. For anything more than a small fix, create a new check format based on Custom Megtech 1 and edit that instead.