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Buy nowWe have two people printing checks, one in CA the other in IA. When we manually change a check number when ready to print we save and select print check and it defaults to the other persons check number. When selecting save it should save it as that check and not changing it.
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You're right, Tiffany. When you manually enter a check number, QuickBooks Online (QBO) should save without altering it.
In your case, both users are using the same account, causing the check number to revert.
When two users are managing checks on the same account, QBO tracks the check numbering in sequence for the entire account, not per user. As a result, if one person enters a check number and saves it, the shared sequence could overwrite or adjust the number based on the last check saved by the other user. Thus, the manually entered check number doesn't always remain the same.
To avoid conflicts, we recommend assigning different check number ranges for each user. For example, CA can use the check numbers 1-10, and IA can use the numbers 11-20. This way, each user works within their own range, and the numbering system doesn’t interfere between users.
It's also a good idea to coordinate who is working on checks at any given time. Avoid working on checks simultaneously to reduce any risk of overwriting each other’s check numbers.
Additionally, when you select Print Check after entering details of your check, it will not have a check number on it. This is because the program adds it to the print queue, and the check number is finalized only after it’s printed. Ensure to review the check sequence regularly and adjust manually as needed before printing if necessary.
See this article for additional info: Print a check in QuickBooks Online.
You can also set your QuickBooks settings to warn you if a duplicate check number is used. You can do so by following the steps below:
By implementing these measures, you can prevent conflicts with check numbering and streamline the workflow for both users.
Please don’t hesitate to reach out if you have additional questions or need further assistance. We'd be glad to provide additional help.
This has to do with a QB update that changed the process,
QB customer service helped me out solving the issue viewing on my screen.
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