Align Checks in Zoho Books

Aligning checks in Zoho Books is important for ensuring that your physical checks are correctly formatted and match the digital version you have in the system. It can help with both recording the checks and printing them properly when necessary. Here’s a step-by-step guide to align checks in Zoho Books:

Step 1: Access Zoho Books

1. Log into your Zoho Books account.
   • Open your browser and go to the Zoho Books login page.
   • Enter your credentials to log into your account.

Step 2: Navigate to the Check Printing Settings

1. Go to Settings.
   • In the top-right corner of the Zoho Books dashboard, click on the gear icon to open the settings menu.
2. Access the ‘Print Settings’:
   • Under the General Settings section, look for the “Print Settings” option and click on it.

Step 3: Select the Check Format

1. Choose your check format.
   • Zoho Books offers various pre-defined formats for checks based on your country and check style
   • Select the check format that you use for your business (like Laser Checks, Voucher Checks, or Check Type).
2. Choose your Check Style.
   • Depending on your country or region, Zoho Books will have several check styles available. You can select the one that matches your physical checks.

Step 4: Adjust Printer Settings

1. Printer Alignment:
   • You will see a preview of how your check will appear on paper. Make sure you select the correct paper size for your checks (A4, Letter, etc.).
2. Adjust Print Margins:
   • You can adjust the left, right, top, and bottom margins. This ensures that the printed text on the check is aligned with your physical check format.
   • If your printer has issues printing the check (like text running off the page or misalignment), you might need to tweak these margins until it fits perfectly.

Step 5: Align the Check Template with Your Physical Check

1. Perform a Print Test:
   • Print a test page on a blank piece of paper (do not use an actual check yet).
   • Check the alignment of the test print with your physical check paper.
2. Adjust the Alignment:
   • If the test print doesn’t match the physical check layout, adjust the top, bottom, left, or right margins incrementally. Start by shifting one margin at a time.
   • After each adjustment, print another test page to check the alignment.

Step 6: Configure Bank Details and Signature

1. Enter Bank Information:
   • In the Check Printing Settings, ensure that your bank information (like the bank name, routing number, account number, and check number) is correctly entered.
2. Upload the Signature (if necessary):
   • If you want to include a digital signature on the printed check, you can upload it in this section. Zoho Books allows you to upload a signature image that will automatically appear on your checks.

Step 7: Final Check

1. Print a Sample Check:
   • Once you’re happy with the margins, format, and alignment, print an actual sample check on your physical check paper.
   • Compare this printed check to the physical template to ensure it matches in terms of alignment, text positioning, and other details.
2. Make Final Adjustments:
   • If necessary, continue tweaking the margin settings to fine-tune the alignment. Sometimes printers may vary, so small changes might be needed.

Step 8: Save and Use the Settings

1. Save your Settings:
   • Once everything is aligned correctly, save your settings.
2. Start Using the Print Feature:
   • Now, when you create or record payments in Zoho Books that require checks, you can print them with the alignment set.

Step 9: Recheck After Printer Maintenance or Changes

• If you change your printer, or if you move your printer, check the alignment again, as printer settings might affect the layout.

Additional Tips:

• Check Paper Type: Ensure that the check paper you use is compatible with your printer (inkjet/laser) and Zoho Books’ check layout.
• Test Printing in Batches: If you print multiple checks at once, always test with a single check first to avoid wasting check paper.

By following these steps, you should be able to print perfectly aligned checks from Zoho Books.