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jstaley
Level 1

Payment method doesn't save correctly after recording it

So I've noticed something strange with only one company file that I work with. When I record a customer payment against an invoice and choose a payment type it does not save that type. For example I pick check and save the payment but when reopen it or I add it to a deposit it shows as cash. This is causing issues because some of the clients want payment detail showing how they paid. I can click it again after reopening it but it does not save my choice. Similarly, with Sales Receipts it will not save the payment type. This file was originally a Mac file that I converted over to a windows file. I don't know if that makes a difference. I currently use 2020 Accountants Desktop version. Any insight on how to fix this? 

5 Comments 5
BettyJaneB
QuickBooks Team

Payment method doesn't save correctly after recording it

Hello there, @jstaley.

 

You've got me here to ensure that you'll be able to run QuickBooks without any issues. To get this matter sorted out, we can try verifying and rebuilding your data. This can help fix the data-related problem on your company file that may lead to the behavior that you've currently experienced. 

 

To do that:

  1. Go to the File menu at the top.
  2. Hover over to Utilities .
  3. Select on Rebuild Data.
  4. On the QuickBooks Information window, hit on OK. Follow the onscreen steps to save a backup.
  5. Let the tool repair your file.
  6. When the tool finishes, click on OK.
  7. Go to the File menu. 
  8. Select on Utilities.
  9. Tick on Verify Data.
  10. Let the tool check your file for data issues.

To give you more details about this procedure, you can check out this link: Fix data damage on your QuickBooks Desktop company file.

 

However, if doing this doesn't make a difference, I suggest running the QuickBooks File Doctor. This resolves issues on your company file. The article attached provides complete information on how to perform the process: Fix company file and network issues with QuickBooks File Doctor.

 

You may also these resources below about recording customers' payments, and on how the Accounts Receivable works in QuickBooks Desktop for reference:

I'll be right here to assist you if there's anything else you need. Just drop a reply below. Have a good one!

brc
Level 1

Payment method doesn't save correctly after recording it

Hello,

 I am having the same problem as the OP. I have complete the steps outlined in your response no errors found - and still every payment type will save except check. I have even renamed the check payment type and tried to make a new one called "check" and it still ignores the payment type named Check. This was working until about 2 weeks ago. I am on the latest version of 2021 Desktop Pro. Our company was converted from Mac 2020 as well.

Thanks!

Nick_M
QuickBooks Team

Payment method doesn't save correctly after recording it

Good morning, brc.

 

Thanks for dropping by the Community today. If you're still having trouble after completing the steps outlines by my colleague above, your next step would be to contact our support team. That can look into your account with you in a private 1-on-1 setting to determine the exact cause and solution to your problem. To reach them, follow these steps:

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Let's talk and then choose a way to connect.

Phone support may be limited due to volume.

 

If there's anything else I can help with, feel free to post here anytime. Thanks for your time and have a lovely day.

Green country
Level 1

Payment method doesn't save correctly after recording it

I have done all these steps but the help tab doesn't work either

Candice C
QuickBooks Team

Payment method doesn't save correctly after recording it

Good morning, @Green country

 

Thanks for joining in on this thread, and welcome to the Community. Allow me to provide you with some information on how to get in touch with our support team. 

 

Since you're not able to use the Help menu, I'll direct you to a contact us website to help you out. Here's how: 

 

  1. Go to the Contact Us link. 
  2. Choose the product and hit Continue
  3. Enter all required information and press Continue
  4. Pick either to Chat with someone or receive a Callback

 

That's all there is to it. 

 

Please inform me of how the call or chat goes. It's my priority that you're able to get back on track with your business. The Community and I are always here to have your back. Have a splendid day! 

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