I'm trying to search for a specific check number from a customer's payment to me that I listed under "CHK NO" when I recorded a deposit. I tried the "search" and "find" options for a # that I know is listed to try to test it but neither function returned a result. What am I doing wrong?
Glad to have you here in the Community, @bammbamm94.
I want to ensure this is taken care of, but before I do, may I know if you're using QuickBooks Desktop 2020? If so, have you tried to click the Collapse Columns button on the top right of a displayed multi-column report. The details under the column will be hidden until Expand Columns are clicked to show them.
We can also run the Verify/Rebuild tool utility to detect the data damage.
If QuickBooks doesn't find any problems, select OK. However, if QuickBooks finds an issue with your company file, click Rebuild Now.
Also, make sure QuickBooks has its latest release. This is to ensure that everything is up to date.
I've added this article about customizing reports in Quickbooks Desktop. It can help you filter what specific transactions do you want to look at on the reports: Customize reports.
You can drop a comment below if you have additional questions. I'm willing to lend a helping hand.
I'm running Quickbooks Desktop Pro 2018, release R15P. I'm not running a report. I'm just trying to find payments from customers where I entered the check # they paid with in the "Make Deposits" window. When I try to find or search by their check # no results are returned even though I am searching for a check # that I know I have entered.
I'll give some overview on searching for the deposits created from the Make Deposit window.
The payments made under the Make Deposit screen are counted as "Deposit" transaction types. They won't show up if you look for them under Checks in the Find function (even if you enter the number). This is the reason why you're unable to locate it when you use the function.
Plus, the CHK NO. column in the Make Deposits page is intended for recording purposes only.
Instead, you'll want to use the Advanced Search feature. Here's how:
Alternatively, you can view your bank register to find the deposited payments:
After locating those deposits you entered, are you ready to reconcile your bank account? Check this article for a guide: Reconcile an account in QuickBooks Desktop.
I'll show you a thing or two again if you have more questions on the processes in QuickBooks Desktop.
Unfortunately find will not locate check numbers on the deposit details.
However, you can see the numbers on some reports.
One way is to use find to locate one or more deposit transactions. Then click the Report button on the Find window. You'll get a "Find Report" that shows all the deposit detail rows in the date range, each with the check number you entered.
Once on the report, you can expand the date range and you can also filter it for a customer name to see all of the deposits for that customer for a period.
I think a report is the only way to find the check numbers on deposits. You would think QB would have that ability in the "search box" where it's supposed to search all of your QB file and also in the "find" function! Maybe 1 day they will figure this small but important aspect out.
I just wish QB could figure out how to easily search for any numbers or text within any of the columns they use. It only makes sense to be able to search for something that has been typed into 1 of their forms or boxes!
Aha! Actually you can, and it's not difficult!
I included JPGs from my own QB search. Hopefully this helps somebody else here!
Edit: I just realized you're using the desktop version and I'm using the online version. Not sure if this will work for you after all but hopefully it will.