Searching for Checks

Searching for Checks

• Start by navigating to Accounting > Reports
  • Select the desired accounting report.
    • When searching for checks, the “Check Listing – All” report is recommended. 
  • Select the bank account.
  • Enter a possible date range the check was written in.
    • This range can be as wide or narrow as needed. 
  • Check the “Include File Numbers” box.
  • Click “Preview Report”
• Within the gird titled “Report Results”, you can:
  • Search within any column listed.
  • Copy
  • Export to Excel
  • Export to PDF
  • Print

Troubleshooting

If the desired checks are not found after the procedure above is completed, you can try these troubleshooting techniques below.

• Retry the steps above, ensure each step is followed directly.
• Use a wider date range, such as 01/01/2000 to 01/01/2022.
• Ensure the correct bank account is selected.

If problems continue, please contact our support team with the contact information below and a support specialist will review and assist shortly.

Searching for Checks Video Highlight