You will need the Full Write Accounting permission to perform this action.
One Church lets you upload check images and use them to edit your check template in order print payment details onto checks to pay for your expenses. See this article for uploading a check template. You will need at least one template before printing.
To access the print queue, go to Accounting > Print Checks in the left-hand menu. The Print Checks screen has two tabs at the top:
Queue - pending checks that are ready to print, filtered by the selected Register. The number in the tab represents all pending checks across all registers.
Templates - houses check-template designs (see Managing Check Templates below).
Adding a Check to the Queue
On the Queue tab, first select the Register you want to print checks from. Then click + Add Check at the top of the table.
The Add Check pop up will appear with two tabs: General and Files.
General Tab
Register - Required. The register account the check draws from.
Method - Defaults to Check.
Date - The transaction date.
Check # - Shows "To be determined" until the check is printed.
Print later? - Checked by default. Keep this on so the check lands in the print queue for later printing. Uncheck it if you're recording a handwritten check that's already been issued.
Payee - Choose Single (one payee for the whole check) or Split (multiple payees each with their own line). Begin typing to search for a person or business.
Memo - Optional. Prints in the memo line of the check.
Rule Applied - Shows which bank rule (if any) matched this check. You can click + Create Rule to build a new rule based on this transaction.
Line Items - The expense accounts and funds being paid. Columns: Account/Fund, Description, Amount.
Important: a positive amount increases the balance of the register while a negative amount decreases the balance.
Files Tab
Upload any supporting files you want to store with the check (invoices, receipts, etc.).
At the bottom of the pop up, three buttons:
Cancel - close without saving.
Save As Draft - save as a draft; the check won't post to the register.
Post - save and post to the register. If Print later? is on, the check joins the print queue.
Tip: alternatively, add checks from the register itself - enter a transaction, choose Check as the Method, and check Print later? to send it to the queue.
Printing Checks from the Queue
Once your checks are in the queue, you can print them individually or in bulk:
Single: click the Print option from the 3-dots menu at the end of the row.
Bulk: check the rows you want to print and go to Bulk Actions > Print.
To remove a check from the queue (without deleting the transaction), use the 3-dots menu on the row and choose Edit, and uncheck Print later?. Bulk removal is available via the Actions menu.
When you trigger a print, a pop up appears with these options:
Starting Check No. - The check number for the next check currently loaded in your printer.
Check Template - Pick the template that matches the paper loaded in the printer. If it's not in the dropdown you'll need to create it first (see below).
Start From or Check Position - If you're starting on a partially used sheet, indicate where the first available check is (Top, middle, or bottom). Defaults to Top.
A summary at the bottom of the pop up shows how many checks will print and the total amount.
When printing checks, checks to the same payee are combined into a single printed check by default. This can be disabled if needed.
Click Preview and print to open a preview. The check design does not appear in the preview — only the text will be printed on the pre-printed check paper.
Load your check paper into the printer, click the print icon in the preview (or right-click > Print), and close the preview when done. You'll then be prompted about the outcome of the print — use this to reprint if something went wrong.
Managing Check Templates
Click the Templates tab at the top of the Print Checks screen to manage your uploaded check designs.
Click + Add New to add a template. The Add Check Template pop up has:
Name - Required. A short name for the template.
Description - Optional longer description.
Style - Required. Choose Default (three checks per page, no line-item info) or Voucher (one check per page with receipt areas).
Active? - Toggle to include the template in the Check Template dropdown at print time.
Upload Check Template - Instructions plus an upload field for the scanned check design.
Existing templates can be edited or deleted from the 3-dots menu on each row.
Printing on a Partial Page
If you have a partial sheet, use "Form Leaders" to print starting on the 2nd or 3rd check on a sheet. Alternatively, tape the check to an 8-1/2" by 11" paper to keep it in place, or change the page size on the printer to print the partial page (then change it back afterwards). Form Leaders are recommended.