Do you prefer to use the QuickBooks check register and wish you could add more details?
Guess what… You can!
In this video, I’ll show you how to use the “splits” feature to add the details you want. This is also useful for adding customers for job costing or classes for rentals.
Looking for the Online version of this video ➡️ Click Here
Steps to Add Details in Bank Register:
Check Register
- Go to Check Register
- Click “Splits”
**To add multiple line Items
- Add details
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Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?
Does the idea of going to see your tax professional sound a little stressful and maybe cause you to feel like you want to pull your hair out?
I would love for you to join me on my customizing QuickBooks workshop.
I’ll be sharing:
- The most efficient way to track your Income and Expenses.
- How to create accurate reports in order to view how your business is actually doing and stop second-guessing yourself.
- Where to get the data you need to make the best decisions to grow your business.
And the #1 SECRET to feeling Confident at your next tax appointment.
I’m excited to see you on the workshop!
Click here to save your seat → Join My Free Workshop!
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#CandusKampfer
Comment below and let me know if you feel more confident in adding details to the bank register. 👇
Its all about the little things! Thanks for that hot tip!!!
I’m so glad you enjoyed it Deborah! 🤩
Have a lovely day,
Kindra/Team Candus
How do you reverse/refund a invoice after its been paid with C/C
Hi Tommy,
If you go to the tips and tricks page on the blog and search for “refund” you will find some resources depending on whether you’re Online or Desktop. 😊 ~Kindra/Team Candus
I’ve been using QuickBooks for almost 10 years and did not know that QuickBooks had register splits feature. Great tip!
Hi Carol, I’m so glad you were able to learn something new, even with all of your QB experience! Thanks for watching. 🥰 ~Kindra/Team Candus
You move a little too fast for this 70 plus aged bookkeeper. I would also appreciate a little more explanation on your answers to the comments.
Hi Ruth,
Thanks for letting us know! We’ll make a note of that. There is also a little wheel in the bottom right corner of each video screen where you can slow down the audio if that helps. Have a great day! ~Kindra/Team Candus
I could use help on this: Our company wrote a check to a vendor which was returned as insufficient funds. What is the best way to record this
Hi Kim,
If it’s in the same month, you can void the check. If it’s not, you’d need to do a journal entry and add the bank feeds as well.
Have a wonderful day
Ireland
Team Candus
Credit card issued a provisional credit in one month, then recharged the next month. How to add the credit and subsequent charge into credit card register to make it balance
Hi Dale,
We’ve added your question to our list.
Have an amazing day
Ednalyn ~ Team Candus
Hi Candus, thank you for the tip.
I have a question; we use QuickBooks for our small business. We updated the tax for Colorado on QB before our January 1, 2023, checks were direct deposited. Since the new FAMLI insurance is now to be taken out from each employee and company, we wanted to make sure it was updated. The insurance did not come out. We called QB and they got on our computer with us and said it was fixed and should be ready for the next month. In February it still did not automatically come out, so we had to manually figure each employee’s contribution and ours. We then had to put it in manually.
What can we do to fix this problem? Please help.
Thank you,
Kip Amaya
Hi Kip,
The best way to work with Candus is to join her Confidence with QuickBooks community. You can learn more about it during her free workshop here: https://canduskampfer.com/workshop.
Have a great day!
Kindra
Team Candus
How can I permanently change a sales tax rate going forward without changing past invoices?
Linda,
Create a new sales tax item.
My biggest issue is with reconciling in Quicken. I always have a balance adjustment even though my income and out flow balance with my bank statment. I could use some help fixing that.
Judy,
I’m sorry, we don’t teach Quicken.
Thank you!
Thank you!!!!
Yes! This is a great feature for reimbursements that can be paid in one check and assigned to many different expense accounts. Love it!
Thank you so much for the great tips. I already us this option and have
splits many times in paying one check for multiple expenses at one time.
Love your tips and easy to understand examples.
What I struggle with is keeping asset balances correct when buying
and selling equipment.
Keep up the great tutorials.
Linda,
The trick is creating an “other income” account for gain/loss.
Great and helpful tip!
Great tip as always Candus!!
Thank you for your quick tips
When ordering my last checks I duplicate the numbers and it keeps telling me just that. How do I fix that so I can move forward.?
Irene,
You can remove the warning under preferences.
Edit, Preference, Checking, Company Preference then remove the ✔️ next to ” Warn about duplicate check numbers”
Have a great day!
Candus
Very helpful!! Thank you!
You’re the best thing to ever happen to QBs!
Elizabeth,
That’s very sweet of you 🤗
Have a great day!
Candus
Thanks Candus for sharing a quick tip on the Quickbooks Program. I do enjoy how you make things more simpler. You are right, it is important to know why we are entering information in and what it effects. I will focus on that more myself in verifying what I enter with the total effect of the accounts. Have a great day!!!
Eddie,
I recommend pulling your profit and loss regularly.
Have a great day!
Candus
Great tip. Thanks for sharing
Wow! I didnt know
Thank you!
Great tip-
Candus, I am so glad you found me on FaceBook! I have suffered for over 4 years with trying to use QBO and QB Desktop. This tip is just an example of what I need! I have so much data entry to post any way to save time is greatly appreciated!
Susan,
I’m so glad we’ve connected! Thank you for sharing. I love hearing the stories of our community. It helps inspire me 🙂
Don’t forget about the bank feed as well.
You can download transactions from the bank to save time if you don’t mind linking them.
Have a great day!
Candus
You are so helpful! I need all your tutorials and tips! Thank you.
Can you confirm if 5his is for enterprise 20.0 version also.
Ann,
Yes, enterprise has this feature. Did you click on your register to see if you had this feature?