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Most users have old cheques in their QuickBooks account that are not cleared yet. The heap of uncleared checks may clutter your books. To avoid this clutter, you should think of dealing with uncleared checks. To do so, you will first have to find all the uncleared cheques by running certain types of reports. If you are wondering what all reports can be used to locate uncleared checks, we are here to help you. In this demonstration guide, we will show you how to run an uncleared check report in QuickBooks in different ways. Furthermore, we will help you to fix the problem if reports stop working.
How to Run a Report for Uncleared Checks in QuickBooks?
To find all the checks that are not cleared but reside in your books, you can run the reports in QuickBooks. There are different methods that you can perform to fund the uncleared cheques. For instance, you can run the Bank Report which should be sorted by the cleared status, or run the Bank Report that is filtered by the cleared status. Besides that, you can use the Check Details report to locate all the uncleared checks in QuickBooks. In the following detail, you will learn how to run an uncleared check report in QuickBooks using different ways to running reports:
1: Use the Bank Report Sorted by the Cleared Status
The first way to find out the uncleared checks is to run the bank report which is sorted by cleared status. To run this report, you can go through the following steps and find out how to run a report of uncleared checks in QuickBooks:
- Navigate to the “Accounting” menu.
- Then, click on the “Chart of Accounts” option.
- Here, you can search for the bank account for which you want to use the report.
- Now, move to the “Actions” column and click on the drop-down menu located next to the “Account history” option.
- After this, choose the “Run report” button.
- Once done, click on the “Report period” drop-down menu and choose the “All Dates” button.
- Move to the “Sort” drop-down menu and click on the “Clr” option and then select “Descending order”.
Once you perform these steps, you will see all the cheques on the top of the report that are not cleared yet.
2: Use the Bank Report Filtered by the Cleared Status
To run the bank report that is filtered by the cleared status, you will have to create the report for all the cheques that are not cleared yet. In the following steps, you will learn how to run a report for uncleared checks in QuickBooks. Please note that these steps can only be followed in QuickBooks Online Plus.
- Click on the “Accounting” menu.
- Then, choose the “Chart of Accounts” option.
- Here, you can locate the bank account for which you want to use the report.
- Go to the “Actions” column and press the “Run report” drops-won menu.
- Click on the “Customize” option.
- Move to the “Report Period” drop-down menu.
- Click on the “All Dates” option.
- Choose the “Filter” option.
- Now, click on the checkbox for “Transaction Type”.
- From the drops-won menu, you can click on the following:
- Bill Payment (Cheque)
- Cheque Expense
- Liability Payment (Cheque)
- Payroll Payment
- At this point, you will see the “Cleared” checkbox, click on it and select the “Uncleared” option from the drop-down menu.
- Press the “Run report” button.
This is how you can run the bank report to find out all the uncleared cheques in QuickBooks. Please note that you should save the customization so that you can use the report later.
3: Find the Uncleared Cheques using Check Details Report
By running the Check Detail report, you can find out all the checks that are uncleared. For this, the Reports tab can be used. Learn with us how to run an uncleared check report in QuickBooks using the Check Detail report:
- Go to the “Reports” tab.
- Click on the search field and type “Check Details” report.
- Then, you can add the filter for the date range so that you can see the expected result in a specific date range.
- Move to the “Customize” button.
- Click on the “Cleared” section from the “Filter” drop-down menu.
- Thereafter, you can filter it to “Uncleared”.
- Press the “Run Report” button.
As you run this report, you will find all the uncleared checks. Thereafter, you can decide how to deal with them. If required you can take help from your accountant.
What If You Cannot Run the Uncealred Check Report?
There can be scenarios when the uncleared check report is not working. In such cases, you can review the Modify Report and make sure that there are only three filters. To fix the issue, we recommend you run the Verify and Rebuild Data utility. This will help you to fix a number of problems in QuickBooks.
Run the Verify Data Utility
- Go to the “File” menu located on the top.
- Then, hover your mouse cursor to the “Utilities” option.
- Here, you can choose the “Verify Data” option.
- If you don’t spot any error in your data, you can click the “OK” button. Then, try running the report to find the uncleared checks.
- However, if you detect any errors, we suggest you run the “Rebuild Data Utility”.
Run the Rebuild Data Utility
- In “QuickBooks” go to the “File” option located on the top.
- Then, select the “Utilities” option.
- After this, you can click on the “Rebuild Data” button.
- If you find any confirmation pop-up on your screen, click the “OK” button.
Users may also find a pop-up to take a backup. If you want to create a backup, press the OK button and end the process to complete the rebuild process. If you are still able to run any report to find uncleared checks then you can use the QuickBooks Tool Hub. This will fix all your problems that are affecting the performance of QuickBooks software.
To Wind Up
Uncleared checks can mess up with your accounting books and to clear the books, you may have to deal with uncleared checks. For this, you will have to find all the checks that are not cleared. This can be found by running Bank Report or Checks Details report. All you have to do is apply the filter and find the uncleared checks. Here, we have already shown how to run an uncleared check report in QuickBooks using different methods. In case the reports don’t work properly, you can run the Verify Data and Rebuild Utility to fix the error.