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jason204
Level 1

Add check to drop down menu when recording payment

Need to record check payment but it only show deposit as cash no check

1 Comment 1
KimberlyS
QuickBooks Team

Add check to drop down menu when recording payment

QuickBooks Solopreneur currently lets you deposit payments as cash, Jason. Explore the alternative below to ensure transactions are documented based on how they occur in real life.

 

When recording payments, QuickBooks allows you to choose Cash or any other account to place the amount into in the Deposited to dropdown. The option to add a check is currently unavailable.


If your business needs to document check payments, you'll want to upgrade to QuickBooks Online (QBO). This service offers adaptable transaction recording to closely mirror real-world scenarios, complemented by additional tools designed to enhance your accounting practices.

 

Here's how to upgrade your plan:

 

  1. Sign in to QuickBooks Solopreneur as a primary or company admin.
  2. Head to the Gear icon at the top right corner.
  3. Select Subscriptions and billing, then ensure your payment information is updated.
  4. Pick Upgrade your plan in the QuickBooks Solopreneur section.
  5. Click Choose plan for your preferred subscription level.
  6. Follow the on-screen instructions to complete the process.

 

On the other hand, ensure scanning this material for the vital details to note before the upgrade: Learn what changes when you upgrade from QuickBooks Solopreneur to other QuickBooks Online editions.

 

Once you're all set up, scan these materials to familiarize yourself with the different areas of QBO to maximize your experience:

 

 

We're just a few clicks away to help again if you have additional queries when recording payments in QuickBooks Solopreneur. You can utilize the Reply button anytime to notify us of any concerns you have in the Community.

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