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cvanrhee1
Level 1

How can I view a list of outstanding checks in Quickbooks? I thought it would be part of the reconciliation report for the bank account. But I don't see it.

 
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Best answer October 19, 2018

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lyndaartesani
Level 6

How can I view a list of outstanding checks in Quickbooks? I thought it would be part of the reconciliation report for the bank account. But I don't see it.

That would be on your last bank rec report. you can view them by clicking to reconcile the next month.  That will populate the unreconciled transactions

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7 Comments 7
lyndaartesani
Level 6

How can I view a list of outstanding checks in Quickbooks? I thought it would be part of the reconciliation report for the bank account. But I don't see it.

That would be on your last bank rec report. you can view them by clicking to reconcile the next month.  That will populate the unreconciled transactions

View solution in original post

jgibby1129
Level 1

How can I view a list of outstanding checks in Quickbooks? I thought it would be part of the reconciliation report for the bank account. But I don't see it.

Is there a way to export the list of outstanding checks to Excel?  I can only view them in PDF format.  Thank you.
kbylls
Level 1

How can I view a list of outstanding checks in Quickbooks? I thought it would be part of the reconciliation report for the bank account. But I don't see it.

I don't see a way to print that list though. Is there a way to do that?

Rasa-LilaM
QuickBooks Team

How can I view a list of outstanding checks in Quickbooks? I thought it would be part of the reconciliation report for the bank account. But I don't see it.

Good day, jgibby1129.


Welcome to the Online Community. I'll help find a way so you'll be able to export the list of outstanding checks to Excel.


Since there’s not a direct way of exporting the transactions directly to Excel, you may want to consider using a file converter to assist with the conversion process. The Intuit Marketplace is a one stop shop where you'll find third-party applications that integrates with QBO.

 

To narrow down your search, browse the applications by category or just enter a keyword in the search field. I also added an article that will help you effeciently reconcile your account: Reconcile hub.

 

We strive to improve the program inorder to provide a better experience while using it. Sending your ideas is one way of improving the product.

 

I suggest you let our engineers know you'd like the option to directly export the report to Excel. To send feedback, please follow these steps:

  1. Click on the Gear icon.
  2. Choose Feedback.
  3. Enter your request/product suggestion and click on Next.
  4. Click on Skip and send message.
  5. Select Feedback as the Category.

Reach out to me directly if you have more questins about the product. I'll be happy to assist you further. Wishing you continued success.

 

Rasa-LilaM
QuickBooks Team

How can I view a list of outstanding checks in Quickbooks? I thought it would be part of the reconciliation report for the bank account. But I don't see it.

Hey there, kbylls.


Thanks for reaching out to us here in the Community. I'd be glad to help and effectively manage your outstanding checks.

 

To print the checks, you'll need to go to the History by account page. From there, open the last reconciliation report.

 

Here's how:

 

  1. Go to Accounting on the left panel.
  2. Select Reconcile.
  3. In the Reconcile page, select the account you’re working on.
  4. Click on the History by account link in the upper-right hand.
  5. Choose the statement ending date.
  6. Click on the View report link.
  7. Click on the Printer icon in the upper right-hand corner.
  8. Then select the Print button.

By following the resolution steps, I'm confident you already have a copy of the outstanding checks.

 

Be sure to let me know if you have additional questions about working in QBO. I'll be around to answer them for you. Wishing you the best.

 

seashell509
Level 1

How can I view a list of outstanding checks in Quickbooks? I thought it would be part of the reconciliation report for the bank account. But I don't see it.

how can i print a list of uncleared or open transaction per account

katherinejoyceO
QuickBooks Team

How can I view a list of outstanding checks in Quickbooks? I thought it would be part of the reconciliation report for the bank account. But I don't see it.

Thanks for following this thread, @seashell509. I've got you the steps to print uncleared or open transactions in QuickBooks Online. 

 

First off, we'll have to create a report for all uncleared transactions. Here's how: 

 

  1. Go to the Accounting menu, then select Chart of Accounts.
  2. Select the bank account you want to run the report, then select the drop-down button next to View Register ▼ and select Run report.
  3. Select Customize, then select All Dates in the Report period
  4. Click Filter, then click the Transaction Type checkbox. 
  5. Click the drop-down menu to choose the transactions you want to include. 
  6. Select the Cleared checkbox, then choose Uncleared in the drop-down menu.
  7. Click Run report

 

Once done, you can now click the Print icon at the top right of the report.

 

You also want to save this report for your future reference. Check out this article to learn about this procedure: Memorize reports in QuickBooks Online.  

 

Feel free to ask again if you have additional concerns about printing and running reports. I'll be right there to help some more. 

 

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