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bammbamm94
March 4, 2021
Question

Finding a check number in a deposit

  • March 4, 2021
  • 7 replies
  • 124 views

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?

    7 replies

    M
    Maybelle_SQuickBooks Team
    QuickBooks Team
    March 4, 2021

    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.

     

    Here's how:

    1. Go to the File menu, then hover over Utilities.
    2. Select Rebuild Data.
    3. On the QuickBooks Information window, select OK. Follow the onscreen steps to save a backup.
    4. Let the tool repair your file. It may take some time. QuickBooks may seem stuck, but as long as you can move your mouse, the tool is working.
    5. When the tool finishes, select OK.
    6. Go to the File menu, and then hover over Utilities.
    7. Select Verify Data.
    8. Let the tool check your file for data issues.

    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.

    B
    bammbamm94Author
    March 4, 2021

    Hi Maybelle_S,

    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.

    J
    jamespaul
    Level 8
    March 4, 2021

    Hello, bammbamm94.

     

    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: 

     

    1. Go back to the Find feature window. 
    2. Go to the Advanced tab. 
    3. Under the Filter selection menu, select Transaction Type then set it as Deposit.
    4. Add the Date filter, then set a specific date range.
    5. Click Find. 

     

     

    Alternatively, you can view your bank register to find the deposited payments: 

     

    1. Go to the Lists menu, then select Chart of Accounts.
    2. Find and double-click on your bank account (where the payments were deposited). 
    3. Look for the payments you deposited. 

     

    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. 

    BigRedConsulting
    BigRedConsulting
    Level 15
    March 5, 2021

    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.

     

    B
    bammbamm94Author
    March 7, 2021

    Thanks BigRedConsulting!

    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.

    Z
    Zephy
    September 15, 2021

    Aha! Actually you can, and it's not difficult!

     

    1. Click the Search function (the magnifying glass) in the top navigation bar close to the right hand side of the page. Choose blue 'Advanced Search' link from the very bottom of the Search drop-down.
    2. In the 'Advanced Search' menu select 'Payments from Customer' for the uppermost option box, 'Received Check no.' from the left-hand box, 'Contains' for the middle box, and then enter your check number in the last box.
    3. Click 'Search' and hopefully you'll get the result you're looking for! :)

     

    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.

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