REF no keeps repeating

Hello there, Zorana.

I'll share information on how to deal with transactions with the same reference number in QuickBooks Online (QBO).

Before anything else, may I know how did you enter your payment? Are you referring to an invoice payment or a bill payment? It would also be helpful if you could provide a screenshot to ensure we can give you the most appropriate resolution.

Moreover, you can give the new transaction a different reference number if needed once you've received the error upon recording your payment in QBO. Otherwise, you can look and change the reference number of the other entry to retain the number of the payment you want to create.

If you process your payment through Bill.com and experience the QBO sync error, you can proceed to these suggestions:

• Edit the payment to update the reference number to a unique number if it's due to a single invoice.
• Edit the payment to remove the reference number if it's due to multiple invoices.

In the future, you can visit this page to learn more about personalizing your sales forms to improve business communication: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Inform us immediately if you have further questions or clarifications about recording payments in QuickBooks Online. We are always willing to help.

It looks like the ability to report on the ref no field in the deposit screen has disappeared. Looks like it is called ref # and it is empty. Really need the ability to report on ref no field

Thank you for bringing this to our attention, Treasurer. I can see that you're having issues with the REF NO field in the deposit screen not displaying as expected. Let’s dive into this issue and find a solution.

In QuickBooks Online (QBO), the REF NO will appear between the Payment Method and Amount columns. Since it's not showing on your end, let’s perform basic troubleshooting to get it displayed correctly. Too much historical data is stored in your cache, which speeds up loading times for frequently visited websites. Clearing it will solve the issue.

First, access your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

Once done, create a bank deposit again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

For more details, please refer to this link: Record and make bank deposits.

Additionally, if you want to match your bank and credit card statements, please check out this article for the detailed steps: Reconcile an account.

Tag me with any other bank deposit inquiries. I look forward to assisting you and ensuring everything runs smoothly.

Appreciate the response but I am talking about the field of data to download in reports. It used to work properly before the last QB update a month or so but does not work now.

Appreciate the reply but the field ref no is missing when trying to run reports. It was there before the last QB update a month or so ago.