Skip to main content
H
Hope2021
September 7, 2022
Solved

Check not an Option on Sales Receipt

  • September 7, 2022
  • 2 replies
  • 0 views

We just upgraded to Quickbooks 2022 from Quickbooks 2013.

When I create a Sales Receipt, I can click Cash, Visa, and e-check, and they light green and then are correctly sorted in the Payments to Deposit window.  When I click "Check" nothing happens, and the payment method appears blank in the Payments to Deposit Window. 

Is there something I need to activate to make the checks option appear?

Thank you.

Best answer by Hope2021

Several tries with tech support (reinstalling, updating, using the Tool Hub) did not help at all, but while tidying up after working with them and putting my preferences back the way I prefer them, I found the solution.  I'm going to document it, should anyone else have this problem in the future.

 

In Lists > Customer & Vendor Profile Lists > Payment Method List.  The "Check" method was listed as type "Cash".  I changed it to "Check" and now everything works.

2 replies

R
Rea_M
September 7, 2022

Hello there, @Hope2021. You don't need to activate a feature to make the checks option appear when entering sales receipts in QuickBooks.

 

You'll want to utilize the Rebuild and Verify Data tools to fix minor data issues with your company file in QuickBooks Desktop (QBDT).

 

Based on your description of the issue, you may have a minor data issue with your company file. With this, I'd recommend utilizing the Rebuild and Verify Data tools. They are built-in tools that can help automatically fix data issues with your company file. To do this, here's how:

 

  1. Go to the File menu.
  2. Select Utilities, then choose Rebuild Data.
  3. On the QuickBooks Information window, select OK. Follow the onscreen steps to save a backup.
  4. Let the tool repair your file. It may take some time.
  5. When the tool finishes, select OK.
  6. Go to the File menu.
  7. Select Utilities, then choose Verify Data.
  8. Let the tool check your file for data issues.

 

In case the issue persists, continue performing the recommended solutions in this article, starting with Solution 2: Fix data damage on your QuickBooks Desktop company file.

 

Also, you may want to check out this article as your reference to learn the different ways you can track customer transactions in QBDT: Customer transaction workflows in QuickBooks Desktop.

 

Let me know if you have other concerns about receiving customer payments and managing income transactions in QBDT. I'm always ready to help. Take care, and have a great day, @Hope2021.

H
Hope2021Author
September 7, 2022

I tried those steps, but it still won't let me select checks.

J
JonpriL
September 7, 2022

It should not be this hard to choose a payment method, @Hope2021.

 

I'm here to help make sure you're able to choose the check option as a payment method for your customer sales receipts in QuickBooks Desktop.

 

Thank you and we appreciate the time you've taken in sharing the results after following the troubleshooting steps above. Let's work together and continue our troubleshooting steps to ensure you can select the payment method in question. I'll show you how.

 

  1. Close QuickBooks.
  2. Download the QuickBooks Tool hub.
  3. Open and install the downloaded file.
  4. On the QuickBooks Tool app, select Program Problems.
  5. Click Quick Fix my Program.

 

But if the steps above didn't make any changes to the problem currently raised, let's proceed to our next troubleshooting steps by following the steps below:

 

  1. Close QuickBooks.
  2. Go to Start.
  3. Select Control Panel.
  4. Under Program and Features, select Uninstall a Program.
  5. From the list of applications, select QuickBooks.
  6. Select Uninstall/Change.
  7. Click Repair.

 

Once done, restart your computer first before working again with QuickBooks. Then, right-click on the QuickBooks icon on your Desktop, select Run as Administrator, and open your company files accordingly.

 

You may also read this reference for other steps to follow to resolve problems that cause the QuickBooks desktop to stop working: Fix Issues to Stop QuickBooks from Freezing and Use the QuickBooks Tool Hub.

 

I'm adding this article with the topics you can use while recording your sales activity: The Different Ways to Track Customer Transactions in QuickBooks Desktop. Such workflows will also describe how a feature is use and how to accomplish tasks related to its function.

 

I've got you covered if you have other questions aside from working with sales receipts and customer transactions in QuickBooks. Use the Reply option below and don't forget to include my name, @JonpriL, so that I can get back here and assist you. Take care always and stay safe!

H
Hope2021AuthorAnswer
October 19, 2022

Several tries with tech support (reinstalling, updating, using the Tool Hub) did not help at all, but while tidying up after working with them and putting my preferences back the way I prefer them, I found the solution.  I'm going to document it, should anyone else have this problem in the future.

 

In Lists > Customer & Vendor Profile Lists > Payment Method List.  The "Check" method was listed as type "Cash".  I changed it to "Check" and now everything works.

AlcaeusF
AlcaeusF
November 1, 2022

Hello @Hope2021,

 

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

 

We love to see members supporting one another! Have a great day.

Terms & ConditionsAccessibility statement