1

Using QuickBooks Premier 2014, I can't figure out how to look find a Customer Payment by the check number.

What I've tried:

  • The "Simple" Find (Ctrl + F) feature also doesn't seem to have the necessary Transaction Type.
  • I can use the "Advanced" Find to pull up all Payments by using the TransactionType filter, but I see no way to narrow that result by check #.

Is such a thing even possible?

2

The check # on a payment is the payment #, so you need to look for number, not check #.

When you search for Transaction Type: Payment, add another filter criteria Number (not check #). Enter the from and to numbers. If you're looking for 1 specific check # enter this number both in from and to fields.

1
  • Well, it seems so obvious in hindsight :) I think it'd be more convenient to use the Search feature in this scenario instead because the workflow is just a tiny bit quicker for me, but you can check out my answer for why that didn't work properly the first time. Arg.
    – JohnB
    Oct 7 '15 at 16:47
1

User15's answer works perfectly, but you can also use the Search (F3) feature which is a bit more of a shotgun approach. More specifically, checks can be filtered by showing results from "Transactions / Payments".

I had initially tried using Search, but it wasn't returning any results because of what appears to be a bug in my version of QuickBooks. Pasting into the Search text box using Ctrl + V duplicates the first character of the string; right-clicking to paste does not.

QuickBooks Search pasting bug

0

This is easy one. Go to Edit. Go down to Find. Click the Advance tab. On the left side go down to number. Then enter your cust. check number.

1
  • Was the Advance tab in Quickbooks 2014, or was it perhaps added since then? Sep 19 '18 at 15:32

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