Unable to edit check # on received payments

I understand the importance of ensuring accurate check numbers, @usicoa2007. I'm here to ensure you can correct it.

If you created the invoice in QuickBooks Online, you can edit the payments received manually. To further understand your scenario, may I know the error you encountered when editing the check number on the Receive Payments screen?

For the meantime, we can try troubleshooting your browser as this might also be a cache-induced error.

Here's how:

For Google Chrome / Microsoft Edge / Opera:

• Windows: Ctrl + Shift + N
• Mac: Command ⌘ + Shift + N

 For Firefox:

• Windows: Ctrl + Shift + P
• Mac: Command ⌘ + Shift + P

 For Safari:

• Shift + Command ⌘ + N

You may proceed to clear your browser's cache so you can access QuickBooks with a clean slate. When this still doesn't work, I recommend using another supported browser or device. 

However, if this transaction was created from QB Payments and was synced into QBO, you can't edit it manually, and you need to delete and recreate it again to fix your transaction.

Feel free to check out this article as well in case you might want to manage your bills and payments: Enter and manage bills and bill payments in QuickBooks Online.

Please let us know if this works. We are always here to assist you.

Both the invoice and the payment were created manually in QBO. Using the incognito window for Chrome and also clearing the Cache and Cookies did not work. We also attempted using the Safari browser. That also did not work. We are still unable to update the check #.

None of the solutions offered were successful.

We tried the incognito window in Chrome and cleared the Cache and Cookies.

We also tried using the Safari browser. The check # was still NOT able to be corrected. 

Both the invoice and the payment were entered manually into QBO. 

Hello, @usicoa2007.

Thank you for taking the time to carry out the recommended steps mentioned earlier. I appreciate your efforts.

I recommend contacting our Customer Care Support Team; they have a tool to know the root cause of this matter. 

Here's how:

1. Go to the Help menu.
2. Select the Search, then click Contact Us.
3. Type your issue in the field.
4. Select Continue.
5. If you want to connect with us, click the Chat with us or Have us call you.

If you need assistance in refund payments in the future, refer to this guide for further information: Refund customer payments in QuickBooks Online.

If you have any further concerns about receiving payments, please don't hesitate to share them with the community. Have a good one.

Hello there, i'm wondering if you were able to solve this issue? i'm facing the same where i'm unable to update the reference number in an existing payment! it get saved, yet when opening it again i findout it didn't get updated!

Hi there, Ammar. 

I understand how important it is to ensure accurate check numbers.

Currently, there's an investigation about unable to edit the reference number on received payments. Rest assured, our product engineers are working diligently to find a resolution for this issue. For now, I recommend contacting our live support to add your account to the affected user list. Just provide an active email address, and the investigation number INV-91719 to be notified through email. Here's how:

1. Go to the Help menu and select the Search tab.
2. Then, click Contact Us.
3. Then, enter a brief description of your concern and select Continue.
4. Lastly, choose either Start a Chat or Get a Callback to start connecting with them.

For future references on how to put payments into the Undeposited Funds account before you combine them into a deposit, please check this article: Deposit payments into the Undeposited Funds account in QuickBooks Online.

If you need more guidance about managing transactions or other QuickBooks products don't hesitate to reply. I'm always around to help!

Still not resolved. Hopefully they'll fix it soon!

I have had this same issue, starting about a month ago. I was just in Chat with service rep and she said it's an operating issue that is being worked on. Hope this is fixed soon - the only solution is to delete all the payments and re-enter them with the corrected number, which is a big annoying waste of time. 

This issue popped up in September and three months later this issue is still unresolved.

I have edited check payment information and then been reprimanded because they thought I did not do my job - I have to DELETE all the payments I made and redo them simply because I forgot a single word in the reference number. Why is it Quickbooks is forcing us to use their newly launched formats when their current basic functionality is so poor? Please fix this critical issue before rolling out your "new" update. 

Thank you for raising this concern here in the Community, @gennieosg.

I'm here to share some updates about the issue stated.

At this time, the investigation about the check number when receiving payments is still in progress. Please know that our engineer is currently working on it. We appreciate your patience as we investigate this further.

For now, I recommend contacting our QuickBooks Support Team so that they can add you to the list of the affected users. This way, you'll get notified once there's a fix or an update about this issue.

Here's how:

1. From your company file, go to the Help menu.
2. Select Contact Us.
3. Enter your concern, then select Let's Talk.
4. Choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

For further information on the schedule, see this article: QuickBooks Online Support.

I'm attaching this article to help you track and manage your purchase orders, bills, and other vendor entries in QuickBooks: Enter Expenses, Pay Bills, Write Checks, and Add Suppliers.

Post again if you have a follow-up or additional queries about managing your income and expense transactions in QuickBooks. It's always my pleasure to help you.

While accepting payment on the invoice, my employee put a cc # into the Ref. box instead of the bill.com reference number. Luckily, only the last 4 digits show, but now we can't get that number out of the reference box. I just got off a call with QB support. Almost 30 minutes of trying different ways to fix this issue with no resolution. 

I have found a workaround for this. I have been having intermittent problems with reference #s for both deposits and vendor payments. I have tried clearing my browser, rebooting, etc. One thing I have noticed is that I am able to update the reference # if I go through my check register. I don't use the edit link as that just takes me back to my client/vendor record, but I can change it right in the register. 

We do batch deposits so the individual payments received do not appear on my check register. HOWEVER, this gave me an idea.

(1) I changed the reference numbers on the deposit screen. NOTE, this does NOT change the reference# on the payment received screen. Save the deposit.

(2) Now click on the customer name that will take you to the payment screen and update the reference number then hit Save and Close.

(3) A pop-up window will appear for a few seconds noting the CORRECTED reference#. If it still has the old reference#, the 9/2023 QBO glitch did not allow the correction so the payment will need to be deleted and re-entered into QBO with the correct reference#.

I hope that helps someone!