Uncleared payments

[cindymoczy]

New here, sorry couldn’t figure out how to select the category or tag.

I’ve just downloaded the desktop version to experiment with and determine if the software is a good fit for one of my clients (who wishes to discontinue using QB). I created bank accounts added a few transactions and tried to reconcile a bank statement.

I can not find anywhere a place to mark an payment as uncleared, so it just shows up as unreconciled. But what if I had 20 payments that were uncleared? I would like to see those 20 items listed as uncleared or pending on the bank reconciliation.

I’m obviously missing something that is probably quite easy. Apologies…..

[VACUUMDOG]

When making payments set the cleared to “On a later date” and leave as pending.
When it clears go back to edit “Pending” to the actual date of clearance.

You can then see the uncleared in the Payments tab, providing you have the Cleared active in the “Edit columns” when viewing the tab.

[cindymoczy]

The problem is I do not see the “Cleared” or “Date” column.

[VACUUMDOG]

Make sure you have ticked the box in the account settings

[cindymoczy]

Thanks very much!