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  4. Informative

Printing checks in Accounting

Note:

Check printing is only available to users in the US, Canada, and Australia.

Efficiently process payments through direct check printing to streamline your financial operations with Accounting by Guesty.

Before you begin

Order check printing stock

You must order specific check stock in order to use this feature.

Step by step:

  1. Visit sagechecks.com, or call 1-800-617-3224 (Monday-Friday, 8am-8pm ET).
  2. Place an order for product code SLMP120.

Update your settings

To make printing easier, we recommend updating your computer settings before proceeding.

Step by step:
  1. Install the latest version of Adobe Reader.
  2. Install the latest version of Google Chrome and use it as your browser.
  3. Verify that your browser's Zoom setting is set to 100% so that text and images appear at their default size, not smaller or larger. In Google Chrome, this setting appears on the browser menu.
  4. Open a PDF document in your browser, click Print, and in the print dialog box, verify that your system does not add margins or use a "fit to page" setting. In the Google Chrome print dialog box:
    • Verify that the Fit to page checkbox is not selected.
    • Click More settings, and on the "Margins" list, verify that Default is selected.

Create filter with outstanding balance column

If you've already created a filter skip to the next section.

Step by step:
  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Accounting mode.
  3. Click General ledger and select Balances from the dropdown menu.
  4. To the right of "Filters," click Ledger.
  5. From the dropdown menu, select the relevant filter:
    • Owners
    • Accounts payables (PMC)
    • Accounts payables (Vendors)
  6. Optional: Click the Filter "Balance Date" to change from "today" to a specific date. 
  7. Click Save.
  8. At the top right, click Columns. In the dropdown, click the toggle to activate "Outstanding balance."
  9. In the top right, click Save as.

Print one or more checks

Note:

The amount is seen from a trust account perspective. You can select only items that have a negative amount to pay from the outstanding balance column. Items with a zero or a positive balance cannot be selected.

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Accounting mode.
  3. Click General ledger and select Balances.
  4. At the top left, click the dropdown menu to select your saved filter. If you don't see the filter, change the view from "Favorites" to "All."
  5. Select the relevant line item:
    • For one item, hover over the line, then click the Pay button that appears to the right.
    • For multiple items, click the checkboxes for each relevant item, then click Pay at the top right.
    • [BETA] For all items, click the checkbox at the top left, then click Pay at the top right
  6. In the pop-up, fill out the information:
    • Payout name: Enter a name of the entry to display in the posting journal report.
    • Payout description: Enter a description that will be displayed in the posting journal reports and on the owner statements.
    • Cash account: Select the relevant bank account.
    • Payout method: From the dropdown menu, select print check.
    • Payout date: Enter the date you're printing the check.
    • Reference number: Enter an internal reference number as needed. 
  7. Additional, optional actions:

    • Edit payout amount: Hover over an entry item and click the Pencil icon to the right. In the "Payout editor" that opens you have the following options:

      • Remove a transaction item by clicking the checkbox from the total amount to be paid out. This change is immediately reflected in the "Payout" amount for that entry item.
      • Record a partial payment by editing the transaction amount.

    • Remove a payout: Hover over an entry item and click the "x" icon to the left. In the pop-up, click Remove payout.
  8. Proceed based on when you are printing:
    1. Click Payout to print at a later date. When ready to print, proceed to the next section.
    2. Click Payout and Print to print immediately. Continue with the below steps.
  9. In the pop-up, click Confirm.
  10. Enter the first check number on your stock. The starting check number should match the number printed on your first check in this batch to ensure proper tracking and compliance.
  11. Click Print checks.
  12. A new window opens automatically displaying the check details. Review the information, then at the top-right click the printer icon and proceed with printing on your pre-ordered check stock.

Print scheduled checks from Disbursements

If you did not print checks immediately, follow the steps below to complete the process.

Note:

The pending checks are filtered to your default cash account.

Step by step:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Accounting mode.
  3. Click Disbursements.
  4. At the top left, click Disbursements then click All to select a different report.
  5. Click Print checks, then click the star to add this report to your favorites.
  6. Click the checkbox to select all or specific checks to print.
  7. At the top right, click Print checks.
  8. In the pop-up, enter the first check number on your stock. The starting check number should match the number printed on your first check in this batch to ensure proper tracking and compliance.
  9. Click Print checks.
  10. A new window opens automatically displaying the check details. Review the information, then at the top right click the printer icon and proceed with printing on your pre-ordered check stock.

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