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Craftygal75
Level 2

Why doesn't A/R come up as a category?

I need to write a check to a customer for money I owe them. When I try to select accounts receivable as the category it doesn't come up as an option. Shouldn't I be able to do this?

 

Thanks!

Solved
Best answer July 16, 2021

Best Answers
MichelleBh
Moderator

Why doesn't A/R come up as a category?

I've got some information that I'm sure you'll find helpful about creating a check, @Craftygal75.

 

I'm here to ensure you can write a check to your customer in QuickBooks Online without a moment's delay. 

 

You can choose the Accounts Receivable (A/R) in the Check anytime as long you're using the appropriate QuickBooks view. You'll need to make sure you're using the Accountant View in your company. This way, the A/R option is visible on the check Category drop-down. Let me guide you on how. 

  1. Go to the Gear icon on the upper right pane. 
  2. Click the Switch to Accountant view hyperlink. 
  3. Refresh your QuickBooks page. 

 

Once confirmed and the issue persists, I'd recommend doing some basic troubleshooting steps. To start, I'd suggest logging in to your QBO account through incognito. This way, you can check if it's a browser-related issue. 

 

Here are the keyboard shortcuts:

  • Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)
  • Ctrl + Shift + P (Microsoft Edge)

 

Once logged in, re-select the A/R in the Check page to verify if it's already performing well. If that works, you'll want to clear the cache of your regular browser to clear out the previous stored browsing data. Using another supported browser is a great decision too. 

 

Once you can successfully create the check, you'll want to link the refund to the customer's credit or overpayment. Let me guide you on how. 

  1. Go to the +New menu, then select Received payment
  2. Choose the same customer in the drop-down. 
  3. Complete the necessary fields, then select the checkbox for the Check you created when recording the refund. 
  4. Click Save and close

 

For the complete steps, check out this article: Record a customer refund in QuickBooks Online.

 

 Additionally, you can always run any customer reports to track all the data you've entered into the system. Then customize it to show specific details. 

 

Lastly, feel easy to visit these articles below about voiding customer payments, apply the credit to an invoice you already created, and personalizing sales forms.

 

 

Feel free to leave a comment below if you have follow-up questions about your customer transactions. I'm happy to assist you anytime. Take care. 

View solution in original post

3 Comments 3
MichelleBh
Moderator

Why doesn't A/R come up as a category?

I've got some information that I'm sure you'll find helpful about creating a check, @Craftygal75.

 

I'm here to ensure you can write a check to your customer in QuickBooks Online without a moment's delay. 

 

You can choose the Accounts Receivable (A/R) in the Check anytime as long you're using the appropriate QuickBooks view. You'll need to make sure you're using the Accountant View in your company. This way, the A/R option is visible on the check Category drop-down. Let me guide you on how. 

  1. Go to the Gear icon on the upper right pane. 
  2. Click the Switch to Accountant view hyperlink. 
  3. Refresh your QuickBooks page. 

 

Once confirmed and the issue persists, I'd recommend doing some basic troubleshooting steps. To start, I'd suggest logging in to your QBO account through incognito. This way, you can check if it's a browser-related issue. 

 

Here are the keyboard shortcuts:

  • Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)
  • Ctrl + Shift + P (Microsoft Edge)

 

Once logged in, re-select the A/R in the Check page to verify if it's already performing well. If that works, you'll want to clear the cache of your regular browser to clear out the previous stored browsing data. Using another supported browser is a great decision too. 

 

Once you can successfully create the check, you'll want to link the refund to the customer's credit or overpayment. Let me guide you on how. 

  1. Go to the +New menu, then select Received payment
  2. Choose the same customer in the drop-down. 
  3. Complete the necessary fields, then select the checkbox for the Check you created when recording the refund. 
  4. Click Save and close

 

For the complete steps, check out this article: Record a customer refund in QuickBooks Online.

 

 Additionally, you can always run any customer reports to track all the data you've entered into the system. Then customize it to show specific details. 

 

Lastly, feel easy to visit these articles below about voiding customer payments, apply the credit to an invoice you already created, and personalizing sales forms.

 

 

Feel free to leave a comment below if you have follow-up questions about your customer transactions. I'm happy to assist you anytime. Take care. 

Anhtran999
Level 3

Why doesn't A/R come up as a category?

Hello,

Welcome to the community! There are a couple things you can check.

 

  • First, click the Gear Icon (Gear Icon.jpg) and go to Account and Settings. Click the "Advanced" Tab on the left and scroll down to categories. Make sure you have "track classes" turned on. 
     
  • If categories don't return, click the Gear Icon  (Gear Icon.jpg) again and select "All Lists." Go to Product Categories and make sure the categories you entered are still there. 

If neither of those yields results, we can try something else. Hope this helps!

Craftygal75
Level 2

Why doesn't A/R come up as a category?

Thank you so much MichelleBh!!! You are a rock star!!!!

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