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registration1
Level 2

Is there a way to pull an "uncashed" check report that shows the "Print Name On Check As" field vs the "Name" field?

 
10 Comments
registration1
Level 2

Is there a way to pull an "uncashed" check report that shows the "Print Name On Check As" field vs the "Name" field?

The "Contributed / Banking / Checks Drawn But Not Presented (Cleared)" is what I am looking for but the "Name" field and "Printed on the Check" information can be different.   We need to send a file to the bank to approve checks for cashing and the names have to match what is printed on the check.

ChristieAnn
QuickBooks Team

Is there a way to pull an "uncashed" check report that shows the "Print Name On Check As" field vs the "Name" field?

Hi there, registration1.
 
Currently, QuickBooks doesn't have the option to pull up an uncashed check report.
 
However, you can enter a memo in the check to help determine if it has been cashed or not. This way, when you run a report, it will show on the page that the specific check is uncashed.
 
Here's how
 
1. Click the Banking menu.
2. Select Write a Checks.
3. Choose a bank account.
4. Select a vendor in the Pay to the order of field.
5. In the memo field, enter if the check has been cashed or not.
6. Hit the Save and close button.
 
Take note that when running a report, you'll need to customize it first to show the memo column.
 
Please check this article for some steps on how you can customize reports: Customize reports in QuickBooks Desktop.
 
For now, QuickBooks doesn't have option to show the Print Name On Check on the report. I suggest exporting the report to Excel and customize the report from there.
 
Please follow the steps below:
 
1. From QuickBooks Desktop, click the Reports menu.
2. Choose Reports Center.
3. Find and open any report.
4. Select the Excel button.
5. Choose Create New Worksheet to create a new excel. Select Update Existing Worksheet If you want to update an existing workbook with the data in the open report.
6. When you’re ready to export, select OK. To open the report in Excel, you can also select Export.
 
Please refer to this article what are the different ways to import and export info in QuickBooks Desktop: Import and export data in QuickBooks Desktop.
 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.​

registration1
Level 2

Is there a way to pull an "uncashed" check report that shows the "Print Name On Check As" field vs the "Name" field?

I appreciate the response but getting the report is not the issue.  There is a "Contributed" report which pulls un-cashed checks without all of the extra information that comes in the Check Detail Report.

 

I started by using the "Contributed / Banking / Checks Drawn But Not Presented (Cleared)" report and modified it to meet my needs.  The problem is that the "Name" in the report is not generated from the "Printed on the Check" field.  For example, employees show up as "Lastname, Firstname" in the report, but the check is printed as "Firstname Lastname".  The report we send to the bank has to match exactly.  In the Customize Report section, there is no "Printed on the Check" field option.

 

We looked in Advanced Reporting but did not see anything there either, but that is relatively new to us, so we may be missing it.

FritzF
Moderator

Is there a way to pull an "uncashed" check report that shows the "Print Name On Check As" field vs the "Name" field?

Thanks for getting back to us, @registration1.

 

Changing the employee's name in the report to show as "Firstname Lastname", can be done by going to Preferences. Then, make sure to choose the First Name in the Display Employee List by section.

 

Here's how:

 

  1. Go to the Edit menu at the top left to get to the Preferences25.PNG
  2. Select Payroll & Employees at the left pane, then proceed to the Company Preferences tab.
  3. In the Display Employee List By section pick First Name.
  4. Hit OK26.PNG

 

Once done, pull up the report again to double-check. Here are some sample screenshots from my test file.

27.PNG

 

Just in case, I'll be adding these articles for future reference:

 

 

Reach out to me if you have any other issues or concerns. I'm always here to help. Have a great day!

registration1
Level 2

Is there a way to pull an "uncashed" check report that shows the "Print Name On Check As" field vs the "Name" field?

Getting warmer... that will help with most Employees in the report. 

 

However, there are instances where the "Print Name on Check As" field is different than the Vendor name or the Employee name (first or last order aside). 

 

Ideally, I am looking for a way to get the "Print Name On Check As" field in the report.

ChristieAnn
QuickBooks Team

Is there a way to pull an "uncashed" check report that shows the "Print Name On Check As" field vs the "Name" field?

Hi there, registration1.

 

I've updated my answer above about getting the Print Name On Check As as field to show on the report.

 

Currently, QuickBooks doesn't have the option to show this field on any reports. I suggest exporting the report to Excel and customize it from there. You can follow the steps I've shared above.

 

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.​

Rent22
Level 1

Is there a way to pull an "uncashed" check report that shows the "Print Name On Check As" field vs the "Name" field?

I have been asking for this for a couple years. It seems like there should be a way for QuickBooks to add the "Print name on check as" field to the "display" list when you are modifying a report. That's all that would be needed. I would think there are lots of people that would need this for positive pay services with their banks. I know that this is currently not available. But, how can we get this implimented by QuickBooks or at least a decent explanation as to why it's not possible.

MaryJoyD
QuickBooks Team

Is there a way to pull an "uncashed" check report that shows the "Print Name On Check As" field vs the "Name" field?

That will be a great feature, @Rent22.

 

I'll be sure to share this idea to our developers right away. For now, you can visit the QuickBooks Blog to check for new updates and features that we have. 

 

Stay in touch if you have other concerns by leaving a comment below. I'm always glad to help in any way I can.​ Have a great rest of the day. 

kim265
Level 1

Is there a way to pull an "uncashed" check report that shows the "Print Name On Check As" field vs the "Name" field?

Has this been added yet? 

ZackE
QuickBooks Team

Is there a way to pull an "uncashed" check report that shows the "Print Name On Check As" field vs the "Name" field?

Thanks for joining the Community, kim265.
 

Currently, there isn't an option for including a Print Name On Check As field on reports. I can certainly understand how such an ability could be useful and have submitted a suggestion about it as of today.
 

As a workaround, after generating your report, you can follow ChristieAnn's steps for exporting it to Excel and customizing its data.
 

You can also submit your own feature requests while using QuickBooks.
 

Here's how:

  1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
  2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
  3. Enter any suggestions/feedback in the Here is my suggestion: field.
  4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
  5. Select Send Feedback.


Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates.
 

You can stay up-to-date with Intuit's latest news by checking out the QuickBooks Blog.
 

I'll be here to help if there's any additional questions. Have a wonderful Friday!

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