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
- Go under Banking
- Then choose Banking
Then go on the arrow down beside the check wording
Choose what you want to enter
- Sales Receipt
- Receive Payment
- Bill Payment
- Journal Entry
Then enter Details
Editing Transaction in the Register
- Go to the Register
- Click the transaction that you want to edit
- Then choose Edit
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!
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You’re very welcome Dana! Thanks for watching. 🤩 ~Kindra/Team Candus
I’ve gotten pretty good (mostly thanks to YOU! ♥) at using the program, but have run into an issue that I can’t find the answer to. I bought a couple items (expenses) for the company but then returned one of them. I entered it as a BILL CREDIT under ACCTS Payable. What I’m having an issue with is that it doesn’t show up in the CHEQUE REGISTER (Business bank acct). Have I entered the credit in the wrong spot or am I missing a step to get it to show up in the bank?
Thanks in advance, Amber
Thanks for watching our videos! If it’s assigned to accts payable then it’s not assigned to the bank account. Does that make sense? Here is a video that may help you figure out how to handle entering the return properly: https://www.youtube.com/watch?v=iWW4ipWyj6I
Have a great day,
Thank you! I did know about the check register, but it’s nice to make sure I’m doing things correctly! Good tips; I’m sure it will be helpful to those who do not know about it!
I love that Kelly! Thanks for sharing your knowledge. 🥰 ~Kindra/Team Candus
Will it duplicate transaction if.i am using bank feed.
Hi Dorothy! Yes, it will duplicate if you enter it in inside both the bank feed and the check register. Have a great day, ~Kindra/Team Candus
You can MATCH the transactions in Bank Feed, just don’t Add the transaction from Bank Feed if you already entered it in the register.
I would love to learn more about QB. I have used it for some years but it has been a do it myself learning experience. I will check out Facebook hopefully in the next couple of days. Gwen
Hi Gwen! That’s great. You can also check out one of Candus’ free workshops here if you’re interested: https://canduskampfer.com/workshop. Have a lovely day! ~Kindra/Team Candus 🤩
Wow I have always used the banking. This seems so much easier and faster. Thank you
I love that Christy! It’s exciting to learn more efficient ways of doing things. 😊 ~Kindra/Team Candus
I never new this. I love this tip. I am a bookkeeper at a church.
I’m so glad you enjoyed it Linda! 🤩 ~Kindra/Team Candus