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Level 1

Can additional selections be added to the check payee type drop down list?

 
5 Comments
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QuickBooks Team

Can additional selections be added to the check payee type drop down list?

Good evening, @keith30. I hope you're having a great Friday so far.

 

At this time, there's not an option to add multiple Payees to one transaction in QuickBooks Online. I'm going to submit feedback to our Product Development Team about bringing in a feature that allows this to happen. You can check out what's new to QuickBooks by visiting our Blog!

 

If you're needing to add a new Payee, here are the steps to do this with ease:

  1. If you have the Check opened, click on the drop-down menu for Payee.
  2. Press on +Add New at the top of the list.
  3. Fill out the necessary information.
  4. Hit Save.

If you have additional questions or concerns, please don't hesitate and leave me a Reply below. Have a beautiful day.

 

Highlighted
Level 1

Can additional selections be added to the check payee type drop down list?

My question is also how to add a new "type", not a new payee. Once we enter a new payee we need to assign a "type". Currently my options are Customer, Vendor or Employee. I want to create a new Type. How can I do this?

Highlighted
QuickBooks Team

Can additional selections be added to the check payee type drop down list?

We can use the the Class or Location tracking feature, JanetWH. 

 

Yes, you're right, we can only assign Vendor, Employees, and Customers on a check. Through the Class or Location Tracking we'll have the option to add a type on the transaction. Let me show you how to set it up. 

  1. Click the Gear icon and select Account and Settings
  2. From the Advanced menu, select the Categories section.
  3. Check Track classes or Track locations, you can also have both checked.
  4. Click Save and then Done.

Now we can create a Check to see how it looks like and where they are located. Location option is at the header section of the Check. While the Class is per line item. 

 

If you have this feature turned on for other purposes, we can manually enter the type on the Memo field. 

 

I'll be here if you have other questions. Take care!

Highlighted
Level 1

Can additional selections be added to the check payee type drop down list?

I do not have a Categories section in my Advanced view under Account and Settings after clicking on the Gear icon, so I am not able to access the Track classes or locations as you mention. Suggestions?

Highlighted
QuickBooks Team

Can additional selections be added to the check payee type drop down list?

Let me give you some insights about the Track Class and Location feature, @JanetWH.

 

Class/Location tracking allows you to get specific insights you need to plan ahead. You can use this feature to track your transactions by departments or divisions in your business. When it’s time to run reports, you have a clear picture of each segments financial health.

 

Know that this process works for all Plus versions only. You may want to upgrade to QuickBooks Online Plus to use this feature.

 

Let me add an article for more information about running reports on your locations and classes: Using Classes and Locations.

 

If there's anything else that I can help you with, please let me know in the comment section down below.

 

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