How can I search for a Customer Payment by the check #?

Using QuickBooks Premier 2014, I can't figure out how to look find a Customer Payment by the check number.

What I've tried:

  • The "Simple" Find (Ctrl + F) feature also doesn't seem to have the necessary Transaction Type.
  • I can use the "Advanced" Find to pull up all Payments by using the TransactionType filter, but I see no way to narrow that result by check #.

Is such a thing even possible?

3 Answers

The check # on a payment is the payment #, so you need to look for number, not check #.

When you search for Transaction Type: Payment, add another filter criteria Number (not check #). Enter the from and to numbers. If you're looking for 1 specific check # enter this number both in from and to fields.

1

User15's answer works perfectly, but you can also use the Search (F3) feature which is a bit more of a shotgun approach. More specifically, checks can be filtered by showing results from "Transactions / Payments".

I had initially tried using Search, but it wasn't returning any results because of what appears to be a bug in my version of QuickBooks. Pasting into the Search text box using Ctrl + V duplicates the first character of the string; right-clicking to paste does not.

QuickBooks Search pasting bug

This is easy one. Go to Edit. Go down to Find. Click the Advance tab. On the left side go down to number. Then enter your cust. check number.

1

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