I'm having an issue where I can't see checks written to a customer in QuickBooks Online. Let me explain why this is the case.
We run a business where we collect money on behalf of our customers through their stores on their webpages. At the end of the month, if what we collected on behalf of them is more than what we charge them for hosting, development, etc, then we write them a check for the excess. If it's less than what we charged the customer, then we invoice them and they send us a payment for that amount.
Currently, we have them in the system as both, for example, "Customer X" as the customer and "Customer X..." as the vendor (spelled slightly differently, since you can't have a customer and a vendor with the same name).
Since these are all really customers from the business's perspective, and not vendors, I was thinking it might be best if we just moved all the checks from the Vendor account to the Customer account. However, when I move the check to the Customer account, it doesn't show up in that Customer's transaction list-- only Payments and Invoices show up.
1) Why is this the case? Is this the intended functionality, for checks to the customer not to show up in the transaction list?
2) What is the recommended approach for this type of situation? Should we leave Customer X in there as both a customer and a vendor, and continue doing Payments + Invoices with the Customer, and checks written to the vendor?
I wrote a check to a customer and it does NOT show up under the Customer transaction list like you show in the screenshot. What am I doing wrong? I can find the check by running a report but it doesn't show up under the customer's name.