How to Use QuickBooks 2011's Register Window Features - dummies

How to Use QuickBooks 2011’s Register Window Features

By Stephen L. Nelson

The QuickBooks Register window provides several buttons and boxes to enable you to more easily work with the Register window and control the way it looks. Understanding these buttons and their functions will make your QuickBooks 2011 experience easier and more efficient.

The Go To button

Clicking the Go To button displays the Go To dialog box, which lets you search for a transaction in the Register window. For example, you can search for a transaction that uses a specific name in the Payee/Name field. You can click the Back and Next buttons to move to the previous or next transactions that also match the search criteria.


The Print button

The Print button displays the Print Register dialog box. The Print Register dialog box lets you print a copy of the register for the account. The Print Register dialog box provides Date Range From and Date Range Through boxes, where you specify the range of dates you want on the printed register. The Print Register dialog box also provides a Print Splits Detail check box, which you can select to tell QuickBooks that you want to see the split transaction detail.


The Edit Transaction button

The Edit Transaction button tells QuickBooks to display whatever window you used to originally record the selected transaction. Remember that the Register window shows all the transactions for the bank account. If you click the Edit Transaction button when the selected transaction is one that you originally recorded in the Write Checks window, QuickBooks displays that transaction again in the Write Checks window.

The QuickReport button

Click the QuickReport button to display a report that summarizes register information for the payee or name in the selected transaction. For example, if the selected transaction is a check written to Dusty Memories, clicking QuickReport builds a quick-and-dirty report that shows the transactions for Dusty Memories.

The Download Bank Statement button

Click the Download Bank Statement button to tell QuickBooks you want to use the Internet to connect to your bank’s computer and download recent transactions. Note that you need to pre-arrange this service with your bank.


The 1-Line check box

QuickBooks lets you display either a one-line or a two-line version of the register. By default, QuickBooks assumes that you want the two-line version of the register. However, you can display a more compact, one-line version of the register by selecting the 1-Line check box.


The Sort By box

The Sort By drop-down list lets you choose how QuickBooks arranges register information. QuickBooks lets you arrange register information by date, by amount, by order entry date, and by several other sorting methods.