Creating a new check register

Thanks for posting here in the Community space, Sloan1066. The information below can guide you on how to create a new check register for your investment account in QuickBooks Desktop (QBDT).

By following the steps below to create an account register, it can help you keep track of your monthly updates. Here's how:

1. Open QuickBooks Desktop.
2. Go to the Lists menu, then select Chart of Accounts.
3. From the Account ▼dropdown, select New.
4. Select an account type, then select Continue.
5. Complete the account details.
6. Click Save & Close.

Additionally, discover more ways to manage your account from your chart of accounts in QBDT by visiting this guide: Add, edit, or delete accounts in QuickBooks Desktop.

Furthermore, categorize our income and expenses to maintain accurate and reliable financial records. Then, reconcile your accounts regularly to match them with your real-life bank or credit card statements.

Feel free to return to this forum if you have any more questions about creating accounts or tracking your business transactions. We’re always here to help you out.