Do you want to learn how to use the check register in QuickBooks Online? 🤔

The check register is a great tool for tracking your company’s cash transactions and checks. In this video, I’ll show you how to access the check register, review it, and enter banking transactions.

I’ll start by showing you how to navigate to the QuickBooks Online Check Register. Then I’ll open it up and review all of the information that’s included in the register. After that, I’ll show you how to enter banking transactions into the check register.

By the end of this video, you should have a better understanding of what a check register is and how to use it with QuickBooks Online.

So let’s get started!

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Expenses in QBO

• Go up to + Plus and you’ll see Expenses

 

Steps to Add Details in Bank Register:

2 Ways to Find Check Register

• Go to Accounting
• Chart of Accounts
• Click View Register

OR

• Go under Banking
• Then choose Banking

 

Then go on the arrow down beside the check wording

Choose what you want to enter

• Check
• Deposit
• Sales Receipt
• Receive Payment
• Bill Payment
• Refund
• Expense
• Transfer
• Journal Entry

 

Then enter Details

• Date
• Account
• Amount
• Memo

 

Editing Transaction in the Register

• Go to the Register
• Click the transaction that you want to edit
• Then choose Edit

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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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