AccountEdge University

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AccountEdge University

Customize Forms

support_knowledge_base Customize Checks
support_knowledge_base Forms Basics
support_knowledge_base Customize Checks
support_knowledge_base Customize Invoices
support_knowledge_base Customize Receipts
support_knowledge_base Customize Payment Notifications
support_knowledge_base Customize Statements
support_knowledge_base Customize Purchase Orders
support_knowledge_base Customize Mailing Labels
support_knowledge_base Customize W-2 and W-3
support_knowledge_base Customize 1099 and 1096
support_knowledge_base Customize T4 and RL-1
Customize Checks

Customize Checks

Display the Check

  1. Go to Setup on the top menu bar, choose Customize Forms, and select Checks
  2. Select the check layout you want to customize In the Form to Customize field and click Customize

A check form has two parts: the check itself and the stub. You will need to customize the check and the stub separately.

By default, the customize window will have Check selected from the Layout dropdown. After editing the check portion to your needs, you can edit the stub portion based on the transaction type.

  • Regular – assigned to checks recorded in Spend Money
  • Payable – assigned to checks recorded in Pay Bills
  • Refund – assigned to checks recorded in Credit Memo
  • Paycheck – assigned to checks recorded in Payroll

Set up Check Properties

  1. Click the Properties button
  2. Type the number you want to print per page
  3. Select the required type of paper from the Paper list
  4. Set the size and margins

Note: If you are printing four checks per 11×17-inch page, type the width and height of a single check, not the width and height of the 11×17-inch page.

You can also:

  • Make the grid visible in the layout, and select Show Grid. The grid is only used for customization and will not be printed.
  • Align the top and left margins of fields with the closest grid lines when repositioning them, and select Snap to Grid.
  • Change the spacing between the grid lines and select from the Grid Size menu.
  • Select a background graphic:
    1. In the Background Options section, click Browse or Insert Background
    2. Select the graphic file you want to use and click Open
    3. Select the Display settings for the graphic

Add and Edit Elements

Add, remove, or edit elements like text, graphics, and lines according to your needs.

To add a data field:

  1. Click the Fields button
  2. Select the required fields by clicking in the select column next to them. For a list of fields with descriptions, click here.
  3. Click Add

NOTE: The bold fields in this list are currently being used on the form.

To add a text field

  1. Click the Text button
  2. Move the field to where you want by dragging and dropping or using your keyboard arrows
  3. To add your text to the field, double-click it
  4. Type your text in the field and click OK

To change the font in a data field or text field:

  1. Select the data or text field you want to change
  2. Click the Format or Change Fonts button
  3. Make your choices in the Font, Font Style, Size, Justify, and Effects fields

NOTE: Every form in AccountEdge is assigned default fonts. You can change these default fonts if you prefer all of your forms to have a different font and font size than the default.

  1. Go to the File menu and choose Default Fonts
  2. Click Forms
  3. Choose the font style and size for the printed characters on your forms
  4. Click OK when you have finished

Preview the Customized Check

You can display a screen preview of your work during the customization process.

  1. Click the Preview button on the toolbar
  2. When you have finished previewing your work, click Close

Save the Customized Check

When you are satisfied with your changes, you should save the customized form.

  • If you want to create a new custom form containing your changes, click Save Form As. Enter a name and a brief description for the new layout and click¬†OK
  • If you have modified a custom form you created previously, click Save Form
Forms Basics Customize Invoices