We wrote an overpayment check and associated the client's name in the "client name" section of the check, so why does it not show up as a transaction under clients?

I recognize the need to see the overpayment check in the client name section of the check, @cheryl106.

Let's ensure you'll be able to find the transaction under the clients by conducting troubleshooting steps in QuickBooks Online Accountant (QBOA).

To begin with, please double-check that the associate client's name on the created overpayment check is accurate. Also, if you're referring to the client's name section under the Client Overview, please note that it only displays lists for all clients. To view the created check, go to the Customers in the Sales section. However, the check will only appear if the category is under Accounts Receivable.

Here's how:

1. Go to the left navigation panel and select Sales.
2. Find the client's name or customer of the check and select it.
3. Verify if the check is in the Transaction List.

For reference, you can check the screenshot provided below:

I'll also add these articles to learn more about handling customer credit or overpayment and to learn how to void or refund payments:

• Handle a customer credit or overpayment.
• Void or refund customer payments.

If you have any concerns about the client's name or if you're referring to something else , please tag me in the comment section, @cheryl106. I'll assist you in any way possible.