Ref # Data in Reports

It's great to have your query shared on this forum, Shirley. Let me provide inputs when managing customized data reports in QuickBooks Online.

Beforehand, may I know what custom report you're trying to assess? You can also share screenshots so I can have a clearer reference of your end. Any additional details would be much appreciated.

In QuickBooks, several reports can help you track specific Check# data under a Ref# column. With that, you can run a Check Detail or Transaction List by Customer report to enable check detail numbers are accurately recorded in your transactions. To do this:

1. In your QuickBooks Online account, go to Reports and enter Check Detail or Transaction List by Customer report from the Search panel.
2. If necessary, click on the Switch to Classic View option. Then, click on the Customize icon.
3. Under the Rows/Column section, click Change Columns and enable the Num or Ref# checkbox.
4. Review all details and select Run Report.

In addition to this, you may consider exporting your report to an Excel file and adding further detailed customizations from there. Doing so will allow you to manually modify each check entry number and enter them on your file.

1. At the right panel, choose Reports.
2. Look for and select the report you want to export.
3. At the top of the report, select the Export icon, then click Export to Excel.
4. Save the file to where you can easily find it, such as your Downloads folder or your desktop.

Moreover, here's a guide you can utilize to help you review your account to ensure they always match your bank and other financial statements: Reconcile an account in QuickBooks Online.

If there's anything else you need additional assistance with when managing data reports in your company file, feel free to let me know in the comments below. Keep safe!

@shirley-soh  RE: I created a custom report of contributed income and am able to add the "Ref#" column, but the data I've entered (specifically Check #) doesn't show up in the report. I really need this data. 

There is at least one report that will populate the field, the Deposit Detail report.  The Ref# field data will appear there in the Num column on the classic view of the report.