Set Up Form Options for Checks

You can choose a Custom Simply Form or a pre-printed form to be your default template when you print a check. If you are using a Crystal Reports form, see Select a Crystal Reports Form.

To select a custom form for checks:

  1. In the Home window, from the Setup menu, choose Reports & Forms.
  2. Under Checks, select an account.
  3. In the Payment Check Settings or Payroll Check Settings area, select Custom Forms.
  4. In the Form Type, select Custom Simply Forms or Custom Crystal Reports Forms.
  5. In the Description, select the form you want to use for your checks. You can specify a different form for payment and payroll checks.
  6. Click OK.

To select a custom form you've created or modified:

  1. In the Home window, from the Setup menu, choose Reports & Forms.
  2. Under Checks, select an account.
  3. In the Payment Check Settings or Payroll Check Settings area, select Custom Forms.
  4. In the Form Type, select Custom Simply Forms.
  5. In the Description, select the User-Defined option.
  6. Click Browse.
  7. In the Select Simply Form window, select the file you have saved, and click Open.
  8. Click OK.

To select a pre-printed form for checks:

  1. In the Home window, from the Setup menu, choose Reports & Forms.
  2. Under Checks, select an account.
  3. In the Payment Check Settings or Payroll Check Settings area, select Pre-printed.
  4. Select a Form Type from the list. You can specify a different form for payment and payroll checks.
  5. Choose a Font and font Size (10 pt or smaller).
  6. Use the Top and Left margin settings to align the form for your printer. Depending on your printer, you may need to enter negative values to get the correct positioning.
  7. Click OK.

What do you want to do?

Select a printer for checks

Change your printer settings for checks

Modify a custom form for checks

Change the default settings used for check accounts

Find the keyboard shortcut to open the form options for checks