How to Use the QuickBooks Register Window Commands and Buttons - dummies

How to Use the QuickBooks Register Window Commands and Buttons

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.

1The Go To button

Clicking the Go To button displays the Go To dialog box. The Go To dialog box lets you search for a transaction in the Register window. For example, you can look for a transaction where the Payee/Name uses some name.

You can click the Back and Next buttons to move to the previous or next transactions that also match the search criteria. To remove the Go To dialog box from the QuickBooks program window, of course, click Cancel.

2The Print button

The Print button, when clicked, 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.

3The Edit Transaction button

The Edit Transaction button, when clicked, 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.

These transactions include, for example, checking account transactions that you recorded when using the Write Checks window. 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. Edit the transaction in the Write Checks window, and click either Save & Close or Save & New to save your changes.

4The 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.

5The Download Bank Statement button

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

6The 1-Line check box

QuickBooks lets you display 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.

7The 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 as well. To change the way that QuickBooks orders or organizes the information in the register, open the Sort By drop-down list, and choose the ordering sequence that you want.