Search Transactions
How to search for a transaction?
The search transaction functionality allows you to view and monitor transaction activity but more importantly update any information.
- Start by going to Search on your QuickCheck menu and click on Search Transaction
- You may search for a transaction by any criteria available (i.e. date, amount, company name, customer name, even scan check, etc.)
Once found you have the following options:
- View transaction image
- Transaction history
Once you select the transaction you have the ability to update:
- Cashed check date
- Check date
- Check number
- Check amount
- Check commission
- Check fees
- Check net returned amount
- Check notes
- Mark it as NSF, fraud, stop payment, paid back or report a transaction as suspicious (SAR)
- Print customer profile
- View check image
- Print transaction
- Re-scan check image
Ensure that if you make any changes to the transaction, update the records during the update.
For any questions, contact customer service.