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Circle123
February 22, 2022
Question

Problem solving for QB DESKTOP

  • February 22, 2022
  • 1 reply
  • 0 views

Hello,

 

The following is my question:

 

I have multiple check numbers for payments and either an invoice or a sales receipt to connect them too. I have connected them, however I am wondering if there will still be 2 separate lines for each specific company showing up as listed (under the transaction section columns) for the company? I am working with QB DESKTOP for school!

 

For example, payment for Dec 5 with check number (undeposited funds) and same payment Dec 5, on another line, with sales receipt number for the same amount (either undeposited funds or accounts receivable). 

 

If these numbers are listed twice, it is affecting the final reports, so I want to be sure of the right way this works in relation to accounts receivable or undeposited funds. 

 

Thank you! 

 

Circle123

1 reply

S
ShiellaGraceA
February 22, 2022

Thanks for posting here today, @Circle123.

 

I have some information about adding column to the Transactions section. While the option to add the check number is unavailable, you'll want to view the Transactions tab as report. From there, you can customize the report to show the check number. Let me guide you how.

 

  1. Go to Customer, and then choose Customer Center.
  2. Locate the specific customer you want to view the transactions with.
  3. From the Transactions tab, scroll down towards the bottom and select View as Report.
  4. Tap the Customize Report button at the top.
  5. From the Columns section, put a check mark next to Check #.
  6. Click OK.

 

 

 

With the above steps, you're able to view each check number for every transaction. For details about customizing reports, check out this article: Customize reports in QuickBooks Desktop.

 

I'm also adding this link to help you manage customer-related tasks: 

 

Reach out to me again if you still have questions or concerns with customer reports or transactions. I'll be around to help. Take care and have a good one.

 

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