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Run a missing cheque report in QuickBooks Online

by Intuit3 Updated 2 months ago

Learn how to run a report for missing cheques in QuickBooks Online.

QuickBooks Online doesn’t have a specific report that lets you search for missing cheques. Customize the Account QuickReport for your bank account to help you find information about missing cheques.

However, you can easily customize the Account QuickReport for your bank account to help you find information about missing cheques.

Note: A missing cheque report isn’t available to EasyStart users.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

Create a report for missing cheques

  1. Go to Settings Settings gear icon. and select Chart of accounts (Take me there).
  2. Locate the appropriate account in the list.
  3. In the ACTION column, select the Account history Dropdown arrow icon. dropdown, then select Run report. The Account QuickReport appears.
    Note: You can rename the report by selecting the pencil icon Image of the edit icon..
  4. Select Customize.
  5. From the Report period dropdown list, select All Dates.
  6. Select the Rows/Columns item to open the section.
  7. Select None from the Group by dropdown list.
  8. Select the Filter item to open the section.
  9. Select All from the Distribution Account dropdown list, and select the required bank account from the Account dropdown list.
  10. From the Transaction Type dropdown list, select Cheque Expense, Bill Payment (Cheque), Paycheque, Liability Payment (Cheque), and Prior Liability Payments.
  11. Select Run report.

The Account QuickReport displays the cheque-related items you specified. You can use this report to identify and track missing cheques.

To save your customized report, select Save customization. Overwrite any new changes in the same custom report, when you select Save. Then, open your saved report from the Custom Reports tab of the Reports page.

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