To view your uncleared checks in QuickBooks Desktop (QBDT), you can generate the Transaction Detail by Vendor report, @NPC03. I'm here to assist you in customizing it.
This report provides a detailed summary of all transactions linked to each vendor, allowing you to analyze their activities and confirm the transactions related to your suppliers. Here’s how to customize the report to display the information you need:
1. Head to the Reports menu, then Custom Reports
2. Choose the Transaction Detail.
3. On the report page, go to the Customize Report button, then edit the From and To date fields.
4. Under the Display tab, go to the Column section, then tick the following: Type, Date, Num, Account, Amount. Please know that the Num will show your check number.
5. On the Filters section, search for the following:
- Cleared, then select No.
- Date, choose All from the dropdown.
- Name, then All vendors
- TransactionType, then Check
6. Once done, click OK.
Once done, you can now view all your uncleared checks in QBDT.
For additional guidance on managing and personalizing reports in QBDT, please refer to this article: Understand reports.
If you have any further questions regarding reports in QBDT, feel free to return to this post for assistance. I am here to help you as soon as possible.
