Unable to edit check # on received payments

Both the invoice and the payment were created manually in QBO. Using the incognito window for Chrome and also clearing the Cache and Cookies did not work. We also attempted using the Safari browser. That also did not work. We are still unable to update the check #.

We do batch deposits so the individual payments received do not appear on my check register. HOWEVER, this gave me an idea.

(1) I changed the reference numbers on the deposit screen. NOTE, this does NOT change the reference# on the payment received screen. Save the deposit.

(2) Now click on the customer name that will take you to the payment screen and update the reference number then hit Save and Close.

(3) A pop-up window will appear for a few seconds noting the CORRECTED reference#. If it still has the old reference#, the 9/2023 QBO glitch did not allow the correction so the payment will need to be deleted and re-entered into QBO with the correct reference#.

I hope that helps someone!

Here are the factors that might affect your payment processing, Klutmans.

If you're new to QuickBooks Payments, please note that your ACH (Automated Clearing House ) payments may take a little longer to process during your first month due to extra security checks. Once everything is fully set up, we'll send you an email to confirm that your payments will now be processed at the usual speed.

If payments are on hold our Payments team will promptly notify you via email. This notification will be sent to the email address you provided as your contact email when you signed up for QuickBooks Payments. Please check your email settings if you do not receive any messages from us.
 
While we review the payment transaction, kindly take note of the following:

• Follow the steps in the email as soon as you can.
• Provide additional documents as required.
• Check the Resolution Center and ensure you have answered all inquiries from our team and provided the necessary documents.

If you haven't received an email, please check your spam or junk folders. If you don't find it there, you can proceed to Step 2 of this article: Can't receive email from QuickBooks Payments.

Alternatively, you can also view and download your processing statements in the Merchant Service Center to easily access and manage your financial information.

Our team of experts is available to assist you in streamlining tasks in QuickBooks. By utilizing our QuickBooks Live Expert Assisted service, you'll gain access to personalized support designed to help you keep your business finances organized and managed effectively.

You can revisit this post for any questions about handling payments under review in QuickBooks. The Community team is here to help.