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Helvick
Level 2

Check numbers are not shown on the default Bank D'load. How can I change that? Yes, I can click in the Gear icon, but how can I keep that as a default?

 
8 Comments 8
Rubielyn_J
QuickBooks Team

Check numbers are not shown on the default Bank D'load. How can I change that? Yes, I can click in the Gear icon, but how can I keep that as a default?

I'm here to make sure the check number will show on your banking page, @Helvick.

 

You can select the box for the Check number in the settings menu on the banking page. When you log in back to your QuickBooks account, the check number column will still show. QuickBooks remembers the settings you updated or what you used regularly.

 

I've also added this article on how to change check number: Assign, Categorize, Edit, and Add your Downloaded Banking Transactions.

 

Just click the Reply button if you have other queries. It would be my pleasure to help you. Keep safe and healthy.

Helvick
Level 2

Check numbers are not shown on the default Bank D'load. How can I change that? Yes, I can click in the Gear icon, but how can I keep that as a default?

Rubielyn; firstly, thank you for responding to my query and secondly, please accept my sincere apologies for not acknowledging your efforts! I admit to not following-up on QB Community, so I only "came-across" your response today when I was searching in "Community" for something else..

Point of correction tho', ticking the 'Check-Number' box in the banking page gear icon, only adds the check # column for the immediate usage, and maybe the next few times you open that tab. It does NOT, however, make it the default setting. 

AileneA
QuickBooks Team

Check numbers are not shown on the default Bank D'load. How can I change that? Yes, I can click in the Gear icon, but how can I keep that as a default?

Hello, Helvick. 

 

Thank you for your response, and no worries, the Community is always here to help you. Usually, once you select Check.no, it will set as default, even if you close or reopen ( Sign in or Sign Out ) your QuickBooks account. Let's open your QBO account using a private/incognito window to ensure this does not have to do with your browser. This will help us identify if the issue is cache-related. Press the following shortcut keys to open:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

Once Check.no is set as a default, let's clear the cache in your web browser or use another supported browser. This could be a temporary issue with QuickBooks and your current browser.  

 

 

 

If you want to organize your book, check out this detailed article about reconciling your accounts to ensure everything is accurate and avoid discrepancies: Reconcile an account in QuickBooks Online

 

I'm always ready to assist you with any other questions or concerns about managing your account. Tag me in your reply, and I'll sprint back into action. Have a wonderful day.

Helvick
Level 2

Check numbers are not shown on the default Bank D'load. How can I change that? Yes, I can click in the Gear icon, but how can I keep that as a default?

Ailene; thank you for your quick and thorough response! I greatly appreciate your additional suggestion on the cache-clearing exercise and on first glance that approach appears to have worked, tho' I'll wait a few more days

before proclaiming "Eureka" (Sorry, there's a doubting cynic inside me somewhere) I will add a note in a few days' time to hopefully confirm that the new default is holding!

While I have your attention, may I ask another question on a similar issue, please? One of our QBO companies banks with TRUIST (a relatively recent merger of BB&T and SunTrust) and since the merger, the daily download of our bank transactions from TRUIST ends-up with the Check # showing in the "Detail" column of the Banking Tab, not in the "Check #" one, even when I'd previously manually entered the column. I'd be interested to hear if this is a particular issue with TRUIST, or could it be that Intuit may have a glitch in the downloading integration process from that particular bank? I was unaware of this issue when it was the BB&T, so this appeared only after the meger and the subsequent changes that took place. It wouldn't surprise me if it was on the TRUIST side as they appear to have had many, many other issues as part of this merger, but I just wanted to raise it to someone's attention, that the issue is there.

Again, thank you Ailene, for you follow-up and I'll give you an update on the default setting sometime next week!

FritzF
Moderator

Check numbers are not shown on the default Bank D'load. How can I change that? Yes, I can click in the Gear icon, but how can I keep that as a default?

Hello, Helvick.

 

Thanks for getting back to us. Allow me to jump in and answer your additional question about your bank transactions in QuickBooks Online (QBO).

 

QBO is dependent on the information and description shared by your financial institution. Thus, changing or editing it is currently unavailable. That said, I suggest contacting your bank to check if they can change or modify the information before they download them to QBO.

 

In the meantime, you can manually download your bank bank statements and edit the details as a workaround. Then, upload them to QBO.

 

Here's how to do it:

 

  1. Log in to your bank's website and download the transactions from there.
  2. Ensure the file size and format are supported (maximum file size is 350 KB).
  • Comma-Separated Values (CSV)
  • QuickBooks Online (QBO)
  •  Quicken (QFX)
  1. Before uploading, ensure you’ve already made changes to the details of the transactions.
  2. To upload the transactions, go to the Baking or Transactions menu in QBO.
  3. Select the Banking tab.
  4. Locate the select the appropriate bank and click File upload from the Update drop-down menu.

 

To learn more about uploading your bank transactions to QBO, check out this article: Manually upload transactions into QuickBooks Online.

 

Once done, you can now proceed with categorizing and matching them. Refer to this article for further guidance: Categorize and match online bank transactions in QuickBooks Online.

 

To ensure your account is balanced and accurate, I recommend performing reconciliation on a regular basis. You can visit this article for future reference: Reconcile an account in QuickBooks Online.

 

Please leave a comment below if you have additional questions about this or anything else. I'll be more than happy to answer them. Keep safe.

Helvick
Level 2

Check numbers are not shown on the default Bank D'load. How can I change that? Yes, I can click in the Gear icon, but how can I keep that as a default?

Thank you, Fritz!

FritzF
Moderator

Check numbers are not shown on the default Bank D'load. How can I change that? Yes, I can click in the Gear icon, but how can I keep that as a default?

You're most welcome, Helvick.

 

I'm happy that I was able to answer your concern for today.

 

Feel free to post again or leave a comment below if you have any other questions. I'm always here to help. Take care.

Helvick
Level 2

Check numbers are not shown on the default Bank D'load. How can I change that? Yes, I can click in the Gear icon, but how can I keep that as a default?

Ailene: unfortunately, one of our accounts, which, I've been told previously by one of your colleagues, is on a different QBO server to our other accounts, had to be re-set this morning. On that account, the Check # column showed yesterday, but I had to re-tick it in the gear icon this morning to get it back.

Still, I appreciate the extra lengths that you went to in Wednesday's note, to try to get over the hurdle! I know how to manually get around the issue each time I'm on that page, it's just that one of the reasons for using QBO is that, for most part, your systems work, bringing with it convenience. When the system only works haphazardly, that sense of convenience vanishes!

I'll be glad to screen-share with you if that's an option!

Thank you!

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