writing checks

Benson Construction · ‎February 12, 2020

I'm switching to QBO from desktop and I find I am not able to enter item / products & services information when writing a check. I have to go in and edit the check after I've written it which adds a whole other step to the process. Is there a way to have the option to enter item information when initially writing the check? Thanks.

Jen_D · ‎February 12, 2020

It's nice to have you here, @benson Construction,

If you don't see the option to add your product or service items on your checks, it's possible that it is not yet enabled in the company preferences. To check that, follow the steps below in QuickBooks Online:

Go to the Settings ⚙️ icon, and select Account and Settings.
Click on the Expenses menu.
Tap the Bills and expenses section then mark the Show Items table on expense and purchase forms box.
Make sure to hit Save then Done.

You will now see the Item Details section on the checks where you can assign your products and services. See this:

You may visit our resource page to learn more about the processes and things you can do in QuickBooks Online. Click here: Video tutorials for QBO

If you have other questions or clarifications, let me know in the comment so I can get back to you immediately. Thanks for visiting our forum and have a nice day!

View solution in original post

Jen_D · ‎February 12, 2020

It's nice to have you here, @benson Construction,

If you don't see the option to add your product or service items on your checks, it's possible that it is not yet enabled in the company preferences. To check that, follow the steps below in QuickBooks Online:

Go to the Settings ⚙️ icon, and select Account and Settings.
Click on the Expenses menu.
Tap the Bills and expenses section then mark the Show Items table on expense and purchase forms box.
Make sure to hit Save then Done.

You will now see the Item Details section on the checks where you can assign your products and services. See this:

You may visit our resource page to learn more about the processes and things you can do in QuickBooks Online. Click here: Video tutorials for QBO

If you have other questions or clarifications, let me know in the comment so I can get back to you immediately. Thanks for visiting our forum and have a nice day!

View solution in original post

Benson Construction · ‎February 12, 2020

Thank you so much for the quick reply. I thought that would work but I still do not see any item information when I create a check. Is there another box I have checked / unchecked incorrectly? Thank you!!

Benson Construction · ‎February 12, 2020

Ok wait a minute...I'm clicking on "add check" in the register screen. I guess I should be clicking on "expenses" and then "new transaction" , and then "check". Now I see it. Seems like it would be handy to have it pop up when working from the register too. That's how I do it in desktop. But this is solved. Thanks.

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