Receive Payments window

General questions

• Editing a transaction that has already been reconciled

• Giving transactions a future date (post-dating them)

• Entering a transaction using a date in a previous fiscal year

• Opening the Receive Payments window using a keyboard shortcut

• Changing your default checking account

• Finding a transaction that's been recorded

• Displaying the customer's purchase number, instead of your invoice number

• Assigning a payment to a job

• Determining which accounts will be updated by a transaction

Fixing problems

• Problems sending the transaction to email/fax/disk

• You can't record the payment; a message says the transaction is unbalanced

• Depositing funds, versus grouping them with undeposited funds

• If you don't see the checking account you want to use

• You don't see the invoice the customer is paying

• Changing a recurring transaction

• The account balance is wrong

• A customer doesn't have a card

• The date is displayed in the wrong format

• The date that is displayed is incorrect

• The ID number that's displayed is incorrect

• Two cash receipts have been assigned the same ID number

• If you see Delete in the Edit menu but you want to reverse a transaction

• If you see Reverse in the Edit menu but you want to delete a transaction

Entering line items

• Skipping the account number and entering only the account name

• If you don't see the account you want to use

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