Skip to main content
U
usicoa2007
September 29, 2023
Question

Unable to edit check # on received payments

  • September 29, 2023
  • 2 replies
  • 0 views
Received a payment from a client but have a typo in the check#. Tried to edit the check# but it will not change. The only way to fix it right now is delete the payment and enter it again. That seems ridiculous!

    2 replies

    J
    JuliaMikkaelaQ
    September 29, 2023

    I understand the importance of ensuring accurate check numbers, @usicoa2007. I'm here to ensure you can correct it.

     

    If you created the invoice in QuickBooks Online, you can edit the payments received manually. To further understand your scenario, may I know the error you encountered when editing the check number on the Receive Payments screen?

     

    For the meantime, we can try troubleshooting your browser as this might also be a cache-induced error.

     

    Here's how:

     

    For Google Chrome / Microsoft Edge / Opera:

    • Windows: Ctrl + Shift + N
    • Mac: Command ⌘ + Shift + N

     For Firefox:

    • Windows: Ctrl + Shift + P
    • Mac: Command ⌘ + Shift + P

     For Safari:

    • Shift + Command ⌘ + N

     

    You may proceed to clear your browser's cache so you can access QuickBooks with a clean slate. When this still doesn't work, I recommend using another supported browser or device. 

     

    However, if this transaction was created from QB Payments and was synced into QBO, you can't edit it manually, and you need to delete and recreate it again to fix your transaction.

     

    Feel free to check out this article as well in case you might want to manage your bills and payments: Enter and manage bills and bill payments in QuickBooks Online.

     

    Please let us know if this works. We are always here to assist you.

    U
    usicoa2007Author
    October 12, 2023

    Both the invoice and the payment were created manually in QBO. Using the incognito window for Chrome and also clearing the Cache and Cookies did not work. We also attempted using the Safari browser. That also did not work. We are still unable to update the check #.

      A
      ammar3
      November 26, 2023

      Hello there, i'm wondering if you were able to solve this issue? i'm facing the same where i'm unable to update the reference number in an existing payment! it get saved, yet when opening it again i findout it didn't get updated!

        L
        ldoane
        January 12, 2024

        I have found a workaround for this. I have been having intermittent problems with reference #s for both deposits and vendor payments. I have tried clearing my browser, rebooting, etc. One thing I have noticed is that I am able to update the reference # if I go through my check register. I don't use the edit link as that just takes me back to my client/vendor record, but I can change it right in the register. 

          U
          usicoa2007Author
          January 12, 2024

          We do batch deposits so the individual payments received do not appear on my check register. HOWEVER, this gave me an idea.

          (1) I changed the reference numbers on the deposit screen. NOTE, this does NOT change the reference# on the payment received screen. Save the deposit.

          (2) Now click on the customer name that will take you to the payment screen and update the reference number then hit Save and Close.

          (3) A pop-up window will appear for a few seconds noting the CORRECTED reference#. If it still has the old reference#, the 9/2023 QBO glitch did not allow the correction so the payment will need to be deleted and re-entered into QBO with the correct reference#.

          I hope that helps someone!

            Terms & ConditionsAccessibility statement