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Shyla1
Level 1

Transactions

My QB account has auto downloads from my back. For the last few months, all the checks, only say CHECK and do not have a check number associated with them. This is a new problem. Please advise. 

Thank you

1 Comment 1
Nicole_N
QuickBooks Team

Transactions

I've got some info and steps to share to ensure you can manage these checks in QuickBooks Online (QBO), @Shyla1.

 

Please know that QuickBooks depends on the entries being fed by your bank. Thus, we're unable to edit them in QuickBooks. While this isn't an option, you can add the transaction numbers in the Memo field instead. You can do this in the For Review tab. I'll show you how:

 

  1. Go to the Transactions menu on the left pane.
  2. Select the For Review tab.
  3. Choose a check, and then add the check number in the Memo field.

    image.png
  4. Click Confirm to continue. Then, you'll be able to access it in the Categorized tab.

 

image (1).png
 

Alternatively, we can exclude the transactions and then go to the bank register to add the check with the check number manually. Refer to this article for the process: Manually add transactions to account registers in QuickBooks Online.

 

In addition, check this article for more tips while reviewing your downloaded bank and credit card transactions in QuickBooks: Categorize and match online bank transactions in QuickBooks Online.

 

You can always comment back if you have more banking questions in QBO. The Community will be glad to lend some help.

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