Check Setup And Printing

To Setup Check Settings:

  1. Display the Income & Expenses window as outlined in About Income and Expenses.

  2. Click the Setup button located on the Income & Expenses toolbar. Choose Check Setup. The Preferences dialog box is displayed with the Accounting tab selected.

  3. Enter the number of lines the printer moves down the page before it starts to print.

  4. Enter the number of spaces to move left or right to align the check vertically. (Enter a positive number to move to the right. Enter a negative number to move to the left.)
    NOTE: the primary settings for distance down and left margin are set in the Printer Setup, if you cannot achieve the results you want using steps 3 & 4  adjust the margins in Printer Setup first and then try steps 3 & 4 again..

  5. CHECK TYPE - Enter the number for the check type you are using in the Check Type box. For the standard Check/Stub/Stub use #1, for Check/Check/Check use #2 and for Stub/Check/Stub use #3.

  6. Select the appropriate Ask for Check Payee check box. You can set the program to ask for check payee's for both Checks and Charge transactions. Check payees must be entered in the Address Book for the program to use them. If you have miscellaneous Check Payee's that you do not want to add the address book add a customer named ASKME and the program will ask you for the name & address when it prints the check and you will not need to add that check payee to the address book.

  7. Enter the alert dollar amounts in the Alert fields if you want the program to give you alerts when your cash accounts fall below a certain level or your charge accounts rise above a certain level.

    Note: Enter 0 to turn the Alert feature OFF.

  8. Close the Preferences window.

To Print Checks:

The Truckers Helper uses the standard 8-1/2 x 11 pre-printed check form with the check on the top and 2 stubs below it.  It is suggested you print out a check on a plain piece of paper to test how the check prints.

  1. Display the Income & Expenses window as outlined in About Income and Expenses.

  2. From the Paid By pulldown list choose Check.

  3. Enter the Payment Account. The Check Number dialog box is displayed.

  4. Enter the Check Number for the transaction. The Customer List window is displayed (assuming you have turned on the Ask Payee feature.)

  5. From the Customer List window double click the Company Name to select it, or single click the Company Name to highlight it, then press the Enter key located on your keyboard.

If the customer is not displayed on the list, double click Add - New - Customer under the Company Name heading to create customer record. The Truckers Helper Address Book window is displayed. Click the Add button to add a new customer. Enter the customer name, address, city, state, and zip. Select the Type of address this account is.  Enter the Customer ID. Click the Save button located on the bottom toolbar to save the entry. Click the Close button located on the bottom toolbar to close the Address Book window. The Truckers Helper returns to Income & Expenses and the customer is selected.

  1. Choose the Charge To Account from the pulldown list.

  2. Click the Save button located on the bottom toolbar. A dialog box is displayed.

  3. Click Yes to print checks manually. Click No to print checks from The Truckers Helper.

  4. Click the Print Check button located on the Income & Expenses toolbar. The Check Writer window is displayed.

  5. Verify the check information and make any necessary changes. Should you make a change, click the Update icon.

  6. Click the Print Check icon.

Note: It is important that you view the Check Setup/Printing Tutor from the Income & Expenses window to thoroughly understand how this feature works.

Related Topics