Adding Bank Account Information To Zoho Books to Write Checks
Printing checks in Zoho Books is a straightforward process, but it does require specific settings, configurations, and the right materials to ensure everything runs smoothly. Whether you’re paying for services, inventory, or other operational expenses, the ability to print checks directly from Zoho Books can save time, ensure accuracy, and enhance the professionalism of your transactions. This guide explains what is required to print checks using Zoho Books, including setting up your account, selecting check templates, configuring payment settings, using check paper, and ensuring compliance with banking standards. Additionally, we will discuss some tips for securing your check-printing process.
To start printing checks in Zoho Books, you need to have an active Zoho Books subscription. If you don’t have a subscription, you can sign up here. If you have a subscription, you have to have at least the Professional or Premium plans, it is not available in the Free or Basic plans. For more on plan information, go here. Make sure you’re on one of the plans that offer check printing functionality. If you’re on a lower-tier plan, you may need to upgrade to unlock this feature. To upgrade, go to the Zoho Books Login page and login. Click on “Upgrade” on the top right side of the screen ( see below ).
Once you are in the appropriate plan, We can move on to the next part.
The first step in setting up check printing in Zoho Books is adding and verifying your bank account. This ensures that checks are linked to the correct account for accurate payment processing. Log into Zoho Books. Click on “Banking” on the left side then click on the “Add Manually” button ( see below ).
Enter your bank details, such as bank name, account number, routing number, and account type (checking or savings). Verify the details for accuracy to ensure the bank account information is correct. Accurate routing and account numbers are essential to prevent payment issues. By connecting your bank account to Zoho Books, you can seamlessly use checks for payments and sync your financial records.
Next, we need to select a check template. Click on the gear icon to go to settings. Under the Customization section, click on PDF Templates. In the PDF Templates page, under Templates, click on Checks. This will bring you to the check customization page. Here you can customize what is written on the check. You can have the payee’s address printed on the check below the written dollar amount. You can also choose to tamper proof the payee, the amount and the written amount. When selected, the checks will be written with asterisks on either side of the values.
Once the changes are made, you can click on the Preview button to see the changes. Once you have the settings you want for the check, click on the blue Save button. This will now become your new template for printing checks. In order to print checks, you will need check vouchers which must adhere to Federal Banking laws as discussed in this article. You can read the article here which discusses how to order check vouchers.