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Nicholas-sanders
Level 1

Received a payment that says it's a cash transaction. But was not cash

 
1 Comment 1
RheaMaeH
QuickBooks Team

Received a payment that says it's a cash transaction. But was not cash

Thank you for reaching out about payments that show cash transactions in QuickBooks Online (QBO). I understand how crucial it is to maintain accurate records and have clarity regarding your transactions. I'm here to help you and ensure we get everything sorted out.

 

To provide an accurate solution, could you specify where in QuickBooks you saw the cash transaction? Are you referring to the Received Payment page? If so, the cash designation is in the Payment Method field, and you can easily change it by editing the transaction. Here’s how:

 

  1. Go to the Sales menu and click All Sales.
  2. Locate the Received Payments entry.
    Screenshot 2025-04-11 175219.png
  3. In the Payment Method dropdown, select the appropriate method.
  4. Once done, Save and close.
    Screenshot 2025-04-11 175437.png

 

On the other hand, if you received a notification indicating a cash payment even though it was processed online, I advise contacting our payment support team. They can delve deeper into this entry, provide detailed information, and assist in correcting it.

 

Additionally, you may find this article helpful for guidance on accepting online payments for both online and in-person sales in QBO: Receive and process payments in QuickBooks Online with QuickBooks Payments.

 

I've also included an article that explains how to utilize reports to gain valuable insights into your sales status. We’ll guide you on which reports to run based on the information you're looking for: Use reports to see your sales and inventory status in QuickBooks Online.

 

I hope this information helps you effectively maintain accurate records. If you have further questions or need additional assistance, please don’t hesitate to reply below. We're here to support you every step of the way.

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