Transaction Type

QuickBooks has default settings for transaction types. The option to categorize those payment methods is unavailable in QuickBooks Online (QBO), rschmidt. 

When you enter a payment or deposit, it may automatically categorize it as a check even though they are not traditional checks. 

I know this functionality would be beneficial to your business. I'd recommend sending feedback directly to our Product Development team. Doing so helps us improve your experience and the features of the program. 

Here's how:

1. Go to the Help menu and then select Send Feedback Online.
2. Choose Product Suggestion.
3. Add the type of feedback.
4. Type in your feature suggestion.
5. Once done, click Send Feedback.

If you need help running reports or creating your budgets, please see these articles:

• Understand Reports
• Create a Budget or Forecast in QuickBooks Desktop

I've added this article that'll help you review your QuickBooks accounts to ensure they match your real-life bank and credit card statements. Reconcile an Account in QuickBooks Desktop.

Please keep us posted if you have more questions about managing your transactions in QuickBooks. I'm always here to help you out. 

@rschmidt46 

RE: How can I get my register to reflect these transactions as the type they really are?

What @LeizylM is trying to say without saying it is that you can't.

QuickBooks has a limited number of transaction types. There are no types like ACH, ETF, PayPal or Venmo.  Instead, just use the Check type for these transactions - even though they're not really checks.

LeizyIM,

I did as you suggested by sending a recommendation to your Product Development team.  But your answer simply is "there is nothing to address this need."  I cannot mark this as resolved or an "accepted solution."  Also, please note that I am using Quickbooks Desktop Pro Plus 2024, not an online application, as I clearly indicated in my post.

In an age when multiple transaction types besides "checks" are commonplace, this is something QB should have addressed long ago.  Business is transacted through debit cards, ETFs, ACHs, Venmo and Paypal transactions all the time.  Writing checks is becoming very outdated. 

Thank you,

RS