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Level 2

Can I edit the check template?

 I want to be able to edit the check template so that I can change positioning of the address and memo line.  How do I do this?
Solved
Best answer 12-10-2018

Best Answers
Level 8

You must use QB compatible checks. You cannot edit the te...

You must use QB compatible checks. You cannot edit the template, you can only select the style and adjust the alignment from the print window.

View solution in original post

25 Comments
Level 2

When I have tried to move the alignment, a grid prints on...

When I have tried to move the alignment, a grid prints on the top left of the check. How do I get rid of that?
Level 8

Remove the check mark at alignment in the print window.

Remove the check mark at alignment in the print window.
Level 8

You must use QB compatible checks. You cannot edit the te...

You must use QB compatible checks. You cannot edit the template, you can only select the style and adjust the alignment from the print window.

View solution in original post

Level 2

That sucks.  I use Quicken checks. Intuit should really a...

That sucks.  I use Quicken checks. Intuit should really allow you to move things around. I guess that's a way for them to maintain a monopoly over what checks will work with the software.  Although I haven't looked into it, I am assuming that is why they want to sell you special window envelopes. The  placement of the address on the checks does not line up correctly with your standard issue window envelopes.
Level 1

I agree! I am testing my 30day trial - converting Peachtr...

I agree! I am testing my 30day trial - converting Peachtree to QuickBooks and now my 1000 checks are not compatible! I am already spending enough on apps and more that i should not have to order checks when I have so many. Peachtree gave me the option to choose which check style I have. I'm on the fence now. I decided to go with QuickBooks because Peachtree said my 2011 software was obsolete and I couldn't accept credit card purchases until I upgraded to the 2014 software. It was ridicules to spend $300 to continue using the same software when I can purchase QuickBooks for $200. I now see that $200 plus $200 for QuickBooks + checks is more expensive than $300 to upgrade.
Anonymous
Not applicable

Re: You must use QB compatible checks. You cannot edit the te...

I do use QB compatible checks, and the memo does not print in the correct place.  Come on Intuit, can't I just move it up a little?

Anonymous
Not applicable

Re: You must use QB compatible checks. You cannot edit the te...

Hello, jwnich3, cheipel, Dmrowley .

 

Editing the check template is currently unavailable. To fix issues when printing checks, let’s first try to update your QuickBooks release version. Once done, install and run the Print and PDF Repair tool.

 

Though, if you’re still having issues after trying the steps above, I’d recommend contacting the support team for further assistance:

 

  1. Click Help at the top.
  2. Select QuickBooks Desktop Help.
  3. Click Contact us link at the bottom.
  4. Type in your concern under Ask a question (or tell us what's wrong). 
  5. Click Continue. 

I’ll also make sure to take note of your desired way of printing and editing checks then share it with our engineers for future updates.

 

Post your questions again here in the Community if you have other concerns about QuickBooks.

Level 1

Re: Can I edit the check template? I agree with this. For all the updates to QB, just installed 2019 Premier, I still can't edit the check layout without moving all fields. The memo is the part that is too low. Also, for the many people who convert to QB, using their existing check stock would be wonderful!

 
QuickBooks Team

Re: Can I edit the check template? I agree with this. For all the updates to QB, just installed 2...

Thank you suggesting to make the check template customizable, CJDay. I'll share this with our engineers.

 

I've heard other users are able to print checks from other vendors in QuickBooks with no issues. However, we can't guarantee if checks from other vendors will always work in our program. 

 

On the other hand, we offer compatible checks that you can use in your daily transactions. You can order through QuickBooks Checks & Supplies. Just hover your mouse's pointer on the Phone icon to get the number.

 

You can always go back to this thread if you have other questions on checks.

Level 1

Re: Can I edit the check template? I agree with this. For all the updates to QB, just installed 2...

That is a horrible answer. I sincerely hope the Engineers there aren't under the impression this issue has been resolved because it certainly has not. There are many reasons to need the ability to alter the check print format including controlling which fields available will actually print. Moving the name and address lines, whether or not a check number prints, etc... This is supposed to be a broad user base compatible software and this inhibits that in a significant way. Is there any plans to give endusers the ability to freely format the check printing layout in the near future? I only ask because like many others on this thread and some I have met in person, may select a different product that would allow it so i dont have to have the added expense of having multiple check formats for one bank account. You see, often times the checks businesses print are used for more than one software program and it sucks if one of those programs doesnt allow you to use the same checks.

QuickBooks Team

Re: Can I edit the check template? I agree with this. For all the updates to QB, just installed 2...

Hello there, @SScottKing.


I can see that a lot of customers have the same need about being able to customize the check print format. Ideas like this help identify what we need to improve on.


I’ll send this feature request on your behalf for consideration in future product updates. To keep you in the loop about the latest news and product releases, please visit this site: Firm of the Future.


If you want to check all updates, go to the Product & Industry News menu to select QuickBooks Product Updates. From there, you’ll see tabs with different topics.

 

To see the complete details, click which one you want to view.

 

The Community has your back. If you have further questions or concerns, please know I’m always ready to answer you. Have a good one.

Level 2

Re: Can I edit the check template? I agree with this. For all the updates to QB, just installed 2...

I too need to change the VOUCHER template so that the actual check is in the middle block, not the top block which is the default template. It seems like a HUGE programming error that a user cannot choose the check style that they already have. 

I just switched from Sage 50 and it was much easier to modify forms and checks in that program.

 

QuickBooks Team

Re: Can I edit the check template? I agree with this. For all the updates to QB, just installed 2...

Hi luv2boatnorcal,

 

Currently, you're unable to edit the check template in QuickBooks. As a workaround, you can check for a third-party app that can print the check in the middle block. 

 

Also, I'll be sending this to our Product Team to let them know how this is useful to your business. 

 

I got this link in case you have other questions about QuickBooks: Help Articles.

 

Post a comment if you have any other concerns. I'm always right here to help.

Level 2

Re: You must use QB compatible checks. You cannot edit the te...

This is EXACTLY my issue.  QB needs to fix.

Moderator

Re: You must use QB compatible checks. You cannot edit the te...

Thank you for posting here in the Community, Top_Hat.

 

I can see how important for you and your business being able to make changes depending on your needs. I'm personally collating these requests specific to the ability to edit the template within the program.

 

In addition to the information above, please also know you can check any new features and options the product has within the program through these steps:

 

  1. Click the Help tab at the top menu bar.
  2. Select New Features.
  3. Click What's New.

The screenshot below will serve as your visual guide:

 

 

Alternatively, if you want to check for updates through your browser, you can visit this link instead:

 

https://www.firmofthefuture.com/product-industry-news/product-updates/.

 

Just in case, I'll be adding this article for future reference about using checks:

 

Create, modify, and print checks.

 

Reach out to me through the comment section below if you have any other issues or concerns. I'll be right here to assist.

Level 1

Re: Can I edit the check template? I agree with this. For all the updates to QB, just installed 2...

Quickbooks Desktop Pro 2018

 

Use Align in Printer Set up to adjust the print alignment to print checks in the middle position:

Go to: File/PrinterSetUp/Check-Paycheck/Align
Suggest changing Vertical Align value to something like -330 Vertical.
Use the Print Sample button to print a test. (I printed on copies of checks to avoid waste)
That should push the imprint image down to the middle check position.
If you need to adjust horizontally, you can do that too.

 

 

Level 2

Re: You must use QB compatible checks. You cannot edit the te...

This turns out to not be true, check adc26 response for a work around.

Level 2

Re: Can I edit the check template? I agree with this. For all the updates to QB, just installed 2...

Finally, you solved the problem! This works. Though the top check stub is blank, at least I can print the check using QB and just use the bottom stub. THANK YOU!

Level 1

Re: You must use QB compatible checks. You cannot edit the te...

I am using QB compatible checks - and have all the way back to QB Pro 2012. But the column spacing on the check stub is messed up.

 

The Memo field is clipped on the right while the Account field (My GL account field which the recipient does not need to see at all) takes up almost 1/2 the width of the page.

 

This means I need to create a separate detail document for my checks and the task of writing a single check takes almost 1 1/2 hours. Not very convenient

 

QuickBooks Team

Re: You must use QB compatible checks. You cannot edit the te...

Thanks for joining this thread, texasralph.

 

I appreciate you for providing the details of your concern.

 

Let me help correct the alignment when printing checks in QuickBooks Desktop.

 

QuickBooks lets you use coarse and fine adjustments when you set up printers. This will help align checks, invoices, and other forms purchased from Intuit.

 

Before proceeding, make sure to use the continuous-feed printer and should be connected to your computer. Just a heads up, other continuous-feed forms can't be adjusted using this method. If the coarse adjustments are successful, you won't need to make fine adjustments.

 

To make coarse alignment adjustments:

  1. Go to the File menu, then select Printer Setup.
  2. Select the type of form in the Form Name drop-down list.
  3. Choose Continuous (Perforated Edge) from the Printer type drop-down menu.
  4. Click the Align button.
    printersetup.PNG
  5. For business forms, select a template to use for alignment, then click OK.
  6. Select the Coarse button, then click OK on the Do Not Adjust Your Printer pop-up message to print a sample form.
  7. Check the pointer line that QuickBooks printed across the middle of the sample, and note the number closest to the arrow points. Enter this number in the Pointer Line Position field and click OK.
  8. If QuickBooks prints a third sample when you click OK, something is wrong with the sample test print. Check your printer settings and make sure you are not adjusting the printer manually.

To make fine alignment adjustments:

  1. Go to the File menu, then select Printer Setup.
  2. Select the type of form in the Form Name drop-down list.
  3. Choose Continuous (Perforated Edge) from the Printer type drop-down menu.
  4. Click the Align button.
  5. Select the Fine button, then click OK to print a sample form.
  6. Check the alignment grid that QuickBooks printed on the sample to estimate how far to move the text.
  7. In the Vertical and Horizontal fields, enter a number to specify how much and in what direction to move the printed text on the form.
  8. Click Print Sample to test the alignment.
  9. Select OK when the fine adjustment settings are correct, then click OK to close the window.

I've added this article, Print paychecks for the detailed steps. It provides several ways on how you can print checks in QuickBooks Desktop.

 

Let me know how everything turns out by leaving a comment below, and I'm glad to help you out.

Level 1

Re: You must use QB compatible checks. You cannot edit the te...

We are using positive pay with our bank and the font used for the check is too small in many cases for the OCR equipment to properly read the payee.  Thus we have many false positives with our vendor checks going out.  Please allow us the modify the check template, at least make this a feature in the enterprise version. 

QuickBooks Team

Re: You must use QB compatible checks. You cannot edit the te...

Hey there, @SecureMailing. Thanks for reaching out to the Community.

 

While modifying the font size on checks isn't currently available in QuickBooks Desktop, I'll submit your feedback to the Product Development Team for possible implementation in future releases. I'd like to personally thank you for the feedback, as it helps us improve our software.

 

Please touch base with us here if there's anything else you need, I'm determined to ensure your success. Cheers to a safe and productive week ahead.

Level 1

Re: You must use QB compatible checks. You cannot edit the te...

Unless i'm doing something wrong, the fine adjustment on the printer setup does not 'stick'.  I have to set the vertical at -15 so the name address shows properly in the envelope window.  Sign out and back in again and the setting is back to zero and the checks print as before - name too high.

 

And I agree with everyone here - shame on Intuit for forcing us to use 'their' check forms and envelopes.   You're a software company, not an office supply company - stay in your lane.  Pretty much every other form has an editable template except, of course, the one that requires the highest % of paper output. 

Level 4

Re: You must use QB compatible checks. You cannot edit the te...

@SecureMailing 

RE: We are using positive pay with our bank and the font used for the check is too small in many cases for the OCR equipment to properly read the payee.

 

@Michael K 

RE: While modifying the font size on checks isn't currently available in QuickBooks Desktop, I'll submit your feedback to the Product Development Team for possible implementation in future releases. 

 

Actually, you can change the font for most of the check in printer setup.  This has always been a feature in QB desktop - for over two decades.  It's very easy to do.

 

Start at File | Printer Setup:

 

Capture.JPG

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