This article covers basic information about the QuickBooks Desktop Register. For Basic workflow of recording transactions, see Record transaction using the register window.
QuickBooks Desktop Registers shows all transactions linked to a specific balance sheet-type account. Hence Income Account, Cost-of-Goods-Sold accounts (COGS) and Expense Accounts DO NOT have registers.
Click Go to to open the Go To window that will allow you to search transactions using predefined filters.
Enter the information that you are looking for:
Back & Next Button
Clicking the Edit Transaction button will pull up the original window that you used to record the transaction. If you record a transaction using the Write Checks window, it will again open the same window when you click Edit Transaction button.
This report summarizes the register information of the Payee or Name in the selected transaction.
By default, QuickBooks Desktop is set to two-line view. 1-Line feature allows you to view you register in a more compact View.
By default, QuickBooks Desktop register sort transactions by date, then by transaction type and finally by transaction number. Meaning for each date, all transactions of the same type are group together. The Sort by drop down list lets you choose how QuickBooks Desktop arranges register information by several sorting methods.
Transactions occurring in the same date display in the register by this order
To sort transactions in an account
This button is only available on Customer Register. Clicking this button will allow you to assign billable Time, Expense, Mileage or Items to a customer job.
QuickBooks populates the Use Register window with the first bank account listed in the Chart of Accounts. To change the account that populates in the Use Register window, you must change the order of your bank accounts in the Chart of Accounts.
QuickBooks Desktop register allows you to use short keys that will make you look like a Pro when recording transactions. For more navigation tips, see Keyboard shortcuts for QuickBooks Desktop functions.
The Blue line in Bank Register is a dividing line. Transactions with future dates appear bellow the blue line. If you have transactions with future dates, there is no way to delete the blue line.