Set up a to print checks

Set up to print checks on the Check printing tab on the information page.

Learn how to set up Canadian checks.
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Cash Management

User type

Business
Permissions

: Add, Edit, View

  1. Go to Cash Management > All or Setup > Accounts > Checking.

  2. If you're editing an existing account:

    1. Find the you want to edit.

    2. Select More actions > Edit at the end of the row.

    If you’re creating a new account:

    1. Select Create.

    2. On the Details tab, select the GL account to which the will map.

      How you assign GL accounts determines where and how the account can be used. Do not select a control account, like Accounts Payable or Accounts Receivable, as the GL account.

  3. Define whether to allow checks to be printed from this account.

    On the Check printing tab, do one of the following:

    • To allow check printing from this account, select Preprinted check stock or Blank check stock (MICR printer ink required)

      If you select to print on blank check stock, see the guidelines for using MICR printer ink and adjusting printing alignment.

      To prevent checks from being printed, select Disable check printing from this account.

  4. Define whether to print a company address on checks.

    • To print a company address on checks, select Print company address.
    • If you don't want to print an address, leave Print company address clear.

    • To print the company address that's saved in the company information on checks from this account:

      • In the Company address section, select Use address from Company information to use the address on the Company information tab when printing checks.

    • To print a different address on checks from this account:

      1. In the Company address section, select Use a different address.
      2. Enter the address details in the fields below.

  5. Define whether to print a logo on checks.

    • To print a logo on checks, select Print logo.
    • If you have preprinted check stock that already includes a logo, or you do not want to print a logo on blank check stock, leave Print logo clear.

    1. Select Print logo.

    2. To upload a logo to use on your checks, or to replace a previously uploaded logo:

      1. Select Upload logo.

      2. Select Choose file, find the logo you want to use and then select Upload.

        The image must be 50 x 50 pixels or smaller and there's a 10,000 byte limit. We do not scale or re-size logos. Learn more about guidelines for logos.

    3. To remove a saved company logo, select Remove company logo.

  6. Define whether to include up to 2 signatures on printed checks.

    • To include 1 or 2 signatures on printed checks, there must be a signature uploaded in Intacct.

    • To print a check with a blank signature line instead of a signature, make sure no signature has been uploaded on either the or on the Preferences page of the person who is printing checks. Learn how to remove check signatures.

    If a signature for this has been uploaded, it's shown in the Signatures section.

    If the person who is printing checks has uploaded a signature to their Preferences page, that signature overrides the 1st signature uploaded on the Check printing tab.

    • To print checks with a single signature:

      1. Below 1st signature select Upload signature.

        If you're creating a new , this option only appears after you save the account for the first time.

      2. Select Choose file, find the signature you want to use and then select Upload.

      3. To remove an uploaded signature, select Remove signature and then save your changes.

      4. To define a maximum amount for printing a digital signature, in the Print for amounts below box enter the maximum amount. To print your digital signature on all checks, leave this field blank.

    • To print checks with a 2nd signature:

      1. Select Use 2-signature checks and select Save.
      2. Return to the Check printing tab and enter the amount requiring a 2nd signature.
        • To print 2 signatures above a certain amount, enter that amount.
        • To print 2 signatures on checks regardless of the amount, enter the amount of 0.
        • To only print 1 signature, leave this field blank.

      3. Below 1st signature select Upload signature.

      4. Select Choose file, find the signature you want to use and then select Upload.

      5. To remove an uploaded signature, select Remove signature and then save your changes.

      6. To define a maximum amount for printing a digital signature, in the Print for amounts below box enter the maximum amount. To print your digital signature on all checks, leave this field blank.

    • If the company uses Vendor Payments powered by CSI Select Use one signature only with providers to only use the signature for checks sent through a payment service. This allows you to print checks and sign them manually when not using Vendor Payments.

  7. Define the print settings.

    In the Print settings section, specify the following:

    • The next check no. to print on.

      You can set this number here, or from the Print checks page in Accounts Payable. Learn more about setting the next check number.

    • The Printing format.

      For preprinted check stock, select Standard or High-security, or learn how to set up an account to print CAD checks.

      For blank check stock, select Standard, Business, JPMorgan Chase Business, or JPMorgan Chase Standard.

      Use JPMorgan Chase Business or JPMorgan Chase Standard with USD checking accounts if you have standard or business checks where the Pay to the order of field is not above the Amount field but is next to the Vendor address.

    • The Paper format.

      Select whether to print checks on the Top, Middle, or Bottom portion of the check stock.

    • Select whether to Print line item details on check stubs. Learn more about what details can be printed on check stubs.

    • Select what location details to print on the check.

      You can select to print the location ID, the Name of the location, or Both.

    • Add any additional text you want to appear on the printed checks.

  8. To preview how your print run will look, in the Print preview box select whether to preview 1 check per page or 3, and select Print.

  9. If you are setting up to print on blank check stock, in the MICR (Magnetic Ink Character Recognition) section, specify how to align your account number and set the length of your check number.

    • Specify whether to align the account number to the left or right.
    • Adjust the account number positioning.
    • Set the length of your check number.
    • To include the On-Us symbol on United States checks, select On-Us symbol and set the required position.

    • To include Code 45 or US funds on Canadian checks, select the required checkboxes.

    Before you start issuing checks printed on blank stock, to prevent your bank rejecting your checks contact your bank for specifications and send a test check. Learn more about printing guidelines.

    Learn more about MICR check alignment.

  10. Select Save.

  1. Go to Cash Management > All or Setup > Accounts > Checking.

  2. If you're editing an existing account:

    1. Find the you want to edit.

    2. Select  Edit at the start of the row.

    If you’re creating a new account:

    1. Select Add.

    2. On the Details tab, select the GL account to which the will map.

      How you assign GL accounts determines where and how the account can be used. Do not select a control account, like Accounts Payable or Accounts Receivable, as the GL account.

  3. Define whether to allow checks to be printed from this account.

    On the Check printing tab, do one of the following:

    • To allow check printing from this account, select Preprinted check stock or Blank check stock (MICR printer ink required)

      If you select to print on blank check stock, see the guidelines for using MICR printer ink and adjusting printing alignment.

      To prevent checks from being printed, select Disable check printing from this account.

  4. Define whether to print a company address on checks.

    • To print a company address on checks, select Print company address.
    • If you don't want to print an address, leave Print company address clear.

    • To print the company address that's saved in the company information on checks from this account:

      • In the Company address section, select Use address from Company information to use the address on the Company information tab when printing checks.

    • To print a different address on checks from this account:

      1. In the Company address section, select Use a different address.
      2. Enter the address details in the fields below.

  5. Define whether to print a logo on checks.

    • To print a logo on checks, select Print logo.
    • If you have preprinted check stock that already includes a logo, or you do not want to print a logo on blank check stock, leave Print logo clear.

    1. Select Print logo.

    2. To upload a logo to use on your checks, or to replace a previously uploaded logo:

      1. Select Upload logo.

      2. Select Choose file, find the logo you want to use and then select Upload.

        The image must be 50 x 50 pixels or smaller and there's a 10,000 byte limit. We do not scale or re-size logos. Learn more about guidelines for logos.

    3. To remove a saved company logo, select Remove company logo.

  6. Define whether to include up to 2 signatures on printed checks.

    • To include 1 or 2 signatures on printed checks, there must be a signature uploaded in Intacct.

    • To print a check with a blank signature line instead of a signature, make sure no signature has been uploaded on either the or on the Preferences page of the person who is printing checks. Learn how to remove check signatures.

    If a signature for this has been uploaded, it's shown in the Signatures section.

    If the person who is printing checks has uploaded a signature to their Preferences page, that signature overrides the 1st signature uploaded on the Check printing tab.

    • To print checks with a single signature:

      1. Below 1st signature select Upload signature.

        If you're creating a new , this option only appears after you save the account for the first time.

      2. Select Choose file, find the signature you want to use and then select Upload.

      3. To remove an uploaded signature, select Remove signature and then save your changes.

      4. To define a maximum amount for printing a digital signature, in the Print for amounts below box enter the maximum amount. To print your digital signature on all checks, leave this field blank.

    • To print checks with a 2nd signature:

      1. Select Use 2-signature checks and select Save.
      2. Return to the Check printing tab and enter the amount requiring a 2nd signature.
        • To print 2 signatures above a certain amount, enter that amount.
        • To print 2 signatures on checks regardless of the amount, enter the amount of 0.
        • To only print 1 signature, leave this field blank.

      3. Below 1st signature select Upload signature.

      4. Select Choose file, find the signature you want to use and then select Upload.

      5. To remove an uploaded signature, select Remove signature and then save your changes.

      6. To define a maximum amount for printing a digital signature, in the Print for amounts below box enter the maximum amount. To print your digital signature on all checks, leave this field blank.

    • If the company uses Vendor Payments powered by CSI Select Use one signature only with providers to only use the signature for checks sent through a payment service. This allows you to print checks and sign them manually when not using Vendor Payments.

  7. Define the print settings.

    In the Print settings section, specify the following:

    • The next check no. to print on.

      You can set this number here, or from the Print checks page in Accounts Payable. Learn more about setting the next check number.

    • The Printing format.

      For preprinted check stock, select Standard or High-security, or learn how to set up an account to print CAD checks.

      For blank check stock, select Standard, Business, JPMorgan Chase Business, or JPMorgan Chase Standard.

      Use JPMorgan Chase Business or JPMorgan Chase Standard with USD checking accounts if you have standard or business checks where the Pay to the order of field is not above the Amount field but is next to the Vendor address.

    • The Paper format.

      Select whether to print checks on the Top, Middle, or Bottom portion of the check stock.

    • Select whether to Print line item details on check stubs. Learn more about what details can be printed on check stubs.

    • Select what location details to print on the check.

      You can select to print the location ID, the Name of the location, or Both.

    • Add any additional text you want to appear on the printed checks.

  8. To preview how your print run will look, in the Print preview box select whether to preview 1 check per page or 3, and select Print.

  9. If you are setting up to print on blank check stock, in the MICR (Magnetic Ink Character Recognition) section, specify how to align your account number and set the length of your check number.

    • Specify whether to align the account number to the left or right.
    • Adjust the account number positioning.
    • Set the length of your check number.
    • To include the On-Us symbol on United States checks, select On-Us symbol and set the required position.

    • To include Code 45 or US funds on Canadian checks, select the required checkboxes.

    Learn more about MICR check alignment.

  10. Select Save.

Field descriptions: Check printing tab ( information page)

Check printing tab field descriptions
Field Description

Print on

Select the check stock to use when you print checks from this .

Select one of the following:

  • Preprinted check stock

  • Blank check stock (MICR printer ink required)

  • Disable check printing from this account

Company address and logo

Company address and logo field descriptions
Field Description

Print company address

Select whether to print a company address on your checks.

If you have preprinted check stock that already includes your address, or have blank check stock and you do not want to show your address, leave this checkbox clear.

Multi-entity shared companies: if no address is found, we use the address of the entity contact selected on the Entity Information page.

Company address

If Print company address is selected, select which address to print on checks from this . Select one of the following:

  • Use address from Company information: Use the address entered on the Company information page.

  • Use a different address: Enter an address to use in the fields on this page.

    • Company name: Enter a company name to print on checks from this .
    • Country ... Phone number: Enter the company address to print on checks from this .

Print logo

Select whether to print a logo on the upper left of checks, The logo aligns with the top of your company address, 10 pixels to the left.

If you have preprinted check stock that already includes a logo, or have blank check stock and you do not want to include a company logo, leave this checkbox clear.

Learn more about check logos and requirements.

Remove company logo

If you uploaded a logo to print on checks from this , select this checkbox then select Save to remove the logo.

Upload logo

Select to upload a logo to use on printed checks.

Signatures

dst signature field descriptions
Field Description

1st signature

Upload signature

By default, signatures are not included on blank or preprinted check stock. Upload a signature to print on checks.

Or, print a check with a blank signature line.

If the person who is printing checks has uploaded a signature to their Preferences page, that signature overrides the 1st signature uploaded on the Check printing tab.

If you're creating a new , this option only appears after you save the account for the first time.

Remove signature

If a signature has been uploaded and you want to remove it, select Remove signature and then select Save.

If you have removed a signature and it's still appearing on printed checks, see Can't edit your signature? for tips.

Print for amounts below

Appears after you upload a signature. Enter the amount in the currency specified on the Details tab of the . A signature is printed on checks with amounts less than the amount specified here.

To print your digital signature on all checks, leave this field blank.

Use signature only with providers

This option is only visible if the company uses Vendor Payments powered by CSI.

Select to only use the uploaded signature for checks sent through a payment service. This allows you to print checks and sign them manually when not using Vendor Payments.

Use 2-signature checks

Select this option to require checks to have 2 signatures and select Save. Return to the Check printing tab of your to enter an Amount requiring 2nd signature and Upload signature.

Amount requiring 2nd signature
  • To print 2 signatures above a certain amount, enter that amount.
  • To print 2 signatures on checks regardless of the amount, enter the amount of 0.
  • To only print 1 signature, leave this field blank.

Use one signature only with providers

This option is only visible if the company uses Vendor Payments powered by CSI.

Select this checkbox to only use the signature for checks sent through a payment service. This allows you to print checks and sign them manually when not using Vendor Payments.

2nd signature

Upload signature

By default, signatures are not included on blank or preprinted check stock. Select Upload signature to upload a 2nd signature to print on checks.

Remove signature

If a signature has been uploaded and you want to remove it, select Remove signature and then select Save.

If you have removed a signature and it's still appearing on printed checks, see Can't edit your signature? for tips.

Print for amounts below

Enter an amount below which checks are printed.

Print settings

Print settings field descriptions
Field Description

Next check no.

Enter a starting check number, such as 1001. For each succeeding check you print, the check number increments by 1, so the next check printed will be numbered 1002, 1003, etc.

To override, type in a new next check number in this field. Succeeding check numbers will increment starting with whatever number you enter. You can override Intacct at any time on the Print Checks page.

Printing format

The options change depending on the check stock that you select.

  • If you select Preprinted check stock, printing format choices are as follows:

    • Standard: checks already show your bank account no., bank routing no., and check no.'s. This printing format is not available for CAD checking accounts.
    • High security: same as Standard, plus features that reduce fraud related to check washing, forgery, and copying. This printing format is not available for CAD checking accounts
    • CAD check: checks with dates formatted for Canadian companies. Can be used with CAD and USD checking accounts.

    • CAD check 2.0: Checks formatted for Canadian companies. Can be used with CAD and USD checking accounts.

      More about CAD checks:

      Make sure that your checks print correctly and purchase check stock and envelopes from one of our approved vendors:

      Use CAD check 2.0 as the Printing format when you set up to print checks for a using check stock from these vendors.

    • CAD French preprinted check: Checks formatted for Canadian companies and printed in French.

    Standard

    Preprinted standard check sample.

    High security

    Preprinted high-security check sample.

    1. Warning band: Calls attention to features that help verify the check's authenticity.
    2. Prismatic multicolored background: Attractive, woven pattern; colors become distorted when photocopied.
    3. Invisible fluorescent fibers: Confirms document authenticity when viewed using black (UV) light.
    4. True watermark: When held up to a light, safety paper shows a pattern which cannot be scanned or copied.
    5. Foil hologram: 3D embedded graphic foil provides additional protection against check duplication.
    6. Thermochromic heat sensitive ink: heat-sensitive mark disappears when warmed, allowing immediate verification of authenticity.

    CAD check

    CAD check sample.

    CAD check 2.0

    CAD check 2.0 sample.

  • If you selected Blank check stock (MICR printer ink required), printing format choices are:

    • Standard: prints the most quickly
    • Business: prints amounts in a font that makes alterations difficult (for security)
    • CAD blank check: available for accounts using CAD or USD currency.
    • Mexican - available if you have foreign currency enabled.

    • JPMorgan Chase Business and JPMorgan Chase Standard.

      Use JPMorgan Chase Business or JPMorgan Chase Standard with USD checking accounts if you have standard or business checks where the Pay to the order of field is not above the Amount field but is next to the Vendor address.

    • CAD French blank check: Checks formatted for Canadian companies and printed in French.

    Standard

    Blank standard check stock sample.

    Business

    Blank business check stock sample.

    Mexican

    Blank Mexican check stock sample.

    CAD check

    Blank CAD check stock sample.

    JPMorgan Chase Standard

    Blank JPMorgan Chase standard check stock sample.

    JPMorgan Chase Business

    Blank JPMorgan Chase business check stock sample.

Paper format

Select the appropriate position for your checks. This determines where the check prints on the three-part form. More specifically, you can print the check on the top, middle, or bottom panel.

Print line-item detail on check stubs

Additional fields by default to the non-remittance panel of the check. These fields include columns for the account, department, and location of each line item. You can generate up to 18 line items per page in either summary or detail mode.

Learn more about printing extra information on check stubs.

Print these location details on the check stub
  • Select ID to display only the location ID in the location column.
  • Select Name to display only the location name in the location column.
  • Select Both to display both the location ID and the location name. This is the default setting.

Additional text

Enter optional text to appear under the signature line of the check. For example, "Void After 60 Days."

Print preview

Select One or Three then select Print to see how the checks will look when printed.

Magnetic Ink Character Recognition (MICR)

MICR format is a widely adopted bank standard for blank check stock. MICR format standardizes the appearance of the routing, account, and other numbers at the bottom of every check. This section only appears if you select Blank check stock (MICR printer ink required) in the Print on section at the top of this tab.

If your bank requires a special horizontal alignment of the account number, you can change the alignment from right to left and, if necessary, nudge the account number left or right in increments of one space.

Magnetic Ink Character Recognition (MICR) field descriptions
Field Description

Account number alignment

Account number positioning

You do not need to change the default values for either of these settings unless your bank requests you do so.

The entire PDF check image can be adjusted relative to the top-left corner of the sheet of check stock to correct for MICR misalignment due to your laser printer. Refer to MICR Code Alignment for step-by-step instructions on performing this adjustment.

By default, the account number is right-aligned.

  • To adjust the position of the account number without changing the position of the entire PDF, select Left or Right to adjust the account number alignment.
  • To add spaces to the selected side, in the Account number positioning box enter a number between 1 and 5.

Check number length

Use this box to pad the check number with zeros.

For example, if your checks are currently 6 digits and your current check number is 218 but you want the check number to be 7 digits, enter "7" . Your check number will be 0000218 in the MICR.

The minimum number of digits is 6. For example, if your check number is 123456, and you enter "5" here, the MICR still prints as 123456.

Regional settings for United States

Some banks require the On-Us symbol to appear on the MICR line in front of the account number. The On-Us symbol looks like 2 short parallel lines and a solid rectangle.

  • To insert the On-Us symbol in front of the account number on your business and standard checks, select On-Us symbol position.

    Adjust the MICR alignment of the On-Us symbol just as you would with other components of check numbers.

  • To position the On-Us symbol before the number, in the On-Us symbol position option, select either Position 31 or Position 32.

If you’re uncertain which position to select, ask your bank for an MICR specification sheet, which specifies which position to use.

Regional settings for Canada

American and Canadian blank check stock formats differ slightly regarding their use of the MICR format. Canada requires that all US dollar check payments conform to the Canadian variation of the MICR format.

Select:

  • Code 45 to print the transaction code 45 on the MICR line.
  • US Funds to print "US Funds" under the check amount box for CPA member banks.

Selecting either checkbox prints the associated transaction codes on the checks. By default, both these checkboxes are clear.

You can also apply this setting to any USD , regardless of the entity's base currency.

Keep track of any MICR transaction codes that you configure. If you select multiple transaction codes that conflict with each other (for example, both use MICR line item #14), both codes print in that space. You do not receive any warning about possible conflicts.