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Iowa Mama of 7
Level 3

writing check and need to assign job to the line item that was paid for

When writing a check,  I used to be able to assign a job or customer to an item or line or account or expense in the write check screen.  Where did that go?  I pulled an old report, and yep, it shows a check with customer name associated to it, but when I click on it, it's not listed in that write check screen?!?  Where did this option go?  I have the most recent automatic upgrade.

 

 

Solved
Best answer June 10, 2020

Best Answers
Rasa-LilaM
QuickBooks Team

writing check and need to assign job to the line item that was paid for

Hello again, @Iowa Mama of 7.


Thanks for adding more details about your concern and sharing with us some screenshots. This gives me a better overview of what’s happening to the Write Check screen.


Let’s try performing another troubleshooting to put the item list information to the correct order. This process can help fix some damaged lists in QuickBooks.


Here’s how:

 

  1. Hit the Banking menu at the top menu bar to select Write Checks.
  2. Go to the Pay to the order of field and press Ctrl+L on your keyboard to open the Name Lists window.
    wt.png
  3. Scroll down to the bottom of the page to mark the box for Include Inactive.
  4. Click the Name drop-down to choose Re-sort List.
    wt2.png
  5. Press OK to confirm the action.
  6. Close and reopen the company for the changes to take effect.

For more information about the process, check out the Re-sort lists in QuickBooks Desktop article. It outlines the instructions on how to resort lists in the Find and General Journal windows.


Keep me posted if you have any other questions or concerns about QuickBooks. I’ll be right here to answer them for you. Have a good one. 

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8 Comments 8
JoesemM
Moderator

writing check and need to assign job to the line item that was paid for

Hello there, @Iowa Mama of 7.

 

Let's review the setting of your display preferences in QuickBooks Desktop. To start the troubleshooting, here's how to change the display settings of the program:

 

  1. Close QuickBooks Desktop.
  2. Open the Windows Start menu, then type "QuickBooks" into the search bar.
  3. Right-click the QuickBooks icon and select Open file location.
  4. Right-click the QuickBooks.exe file and select Properties.
  5. Go to the Compatibility tab.
  6. Click the Disable display scaling on high DPI settings checkbox. You can also select Change high DPI settings and then Override high DPI scaling behavior.
  7. Click Apply and then OK.

Once you're done, open QuickBooks and look for the display issue. If you still see issues, follow the steps on how to adjust your view performance:

 

  1. Go to your QuickBooks Edit menu, then select Preferences.
  2. Click Desktop View on the list, then choose the My Preferences tab.
  3. In the View section, select the One Window option.
  4. Select OK.

I'd recommend closing and reopening your QuickBooks company file. Then write checks again to see if it displays the column.. If you're still experiencing the same thing, follow step 3 outlined in this help article: Change your Windows display settings

 

Also, can you provide me with a screenshot of you trying to write checks in QuickBooks? This way, I can visually look at the problem to ensure that I give you the best solution.

 

I've added these articles for future reference. It helps you learn about how to enable multiple features and writing checks in QuickBooks:

 

Please let me know if you have any other questions. I want to make sure this is taken care of. Take good care.

 

 

Iowa Mama of 7
Level 3

writing check and need to assign job to the line item that was paid for

here is the report I can pull up for a certain customer, and you can see the type for some of these transactions is type, where I assigned the check line item to customer Page Properties, but when I click on that check, there is no longer that customer selection view there like there was in the past.  I will also show you what my write check screen looks like, and then I'll review your instructions you provided.

 

Thank you,

Rachel

Iowa Mama of 7
Level 3

writing check and need to assign job to the line item that was paid for

Here is my write check screen.  There used to be customer drop down menu and class drop down menu on the right hand side of each line item.

Rasa-LilaM
QuickBooks Team

writing check and need to assign job to the line item that was paid for

Hello again, @Iowa Mama of 7.


Thanks for adding more details about your concern and sharing with us some screenshots. This gives me a better overview of what’s happening to the Write Check screen.


Let’s try performing another troubleshooting to put the item list information to the correct order. This process can help fix some damaged lists in QuickBooks.


Here’s how:

 

  1. Hit the Banking menu at the top menu bar to select Write Checks.
  2. Go to the Pay to the order of field and press Ctrl+L on your keyboard to open the Name Lists window.
    wt.png
  3. Scroll down to the bottom of the page to mark the box for Include Inactive.
  4. Click the Name drop-down to choose Re-sort List.
    wt2.png
  5. Press OK to confirm the action.
  6. Close and reopen the company for the changes to take effect.

For more information about the process, check out the Re-sort lists in QuickBooks Desktop article. It outlines the instructions on how to resort lists in the Find and General Journal windows.


Keep me posted if you have any other questions or concerns about QuickBooks. I’ll be right here to answer them for you. Have a good one. 

Iowa Mama of 7
Level 3

writing check and need to assign job to the line item that was paid for

Thank you for your help!  I don't understand what magic you did and why that helped, but I am able to pick assign customer jobs again to a payment!

corg
Level 1

writing check and need to assign job to the line item that was paid for

This helped me as well.  The Customer column re-appeared after I restarted QB.  Thanks!

julieaj
Level 1

writing check and need to assign job to the line item that was paid for

IVE DONE YOUR FIX A DOZEN TIMES IT DOES NOT WORK. IF I LOAD A BACK UP FROM A FEW MONTH AGO THE COLUM WILL RETURN. BUT I REALLY DONT WHAT TO RE ENTER 2 MONTHS WORTH OF DATA

 

Catherine_B
QuickBooks Team

writing check and need to assign job to the line item that was paid for

Our tool hub can help you fix the display issue, julieaj.

 

You can run Quick Fix my program to fix common issues right away. You'll just have to download the QuickBooks Tool Hub, run Quick Fix my program, and then run the QuickBooks Install Diagnostic Tool. For the detailed steps, you can check out this link. You can also find the download link of the tool hub on the article: Repair your QuickBooks Desktop for Windows.

 

If the same thing happens, I suggest reaching out to us so we can further investigate the issue you're experiencing when writing checks. Our Phone Support Team can look into your account and set up securely and help you fix the issue immediately. 

 

Let me know if you have any other QuickBooks questions, I'm always here to help. Have a wonderful day!

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