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October 20, 2023
Question

How do you review checking account balance after each transaction using the chart of accounts/bank account

  • October 20, 2023
  • 1 reply
  • 4 views
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1 reply

October 20, 2023

Hey there, noahm43-yahoo-co. Let me guide you through reviewing your account balance.

 

The Bank Register allows you to keep track of transactions, view an account's transaction history, and check its balance. To access it, you can follow these steps:

 

  1. Head to Accounting.
  2. Select the Chart of Accounts tab.
  3. Look for the account.
  4. Under the ACTION column, click View register.

 

Additionally, you can check out this article to learn how to add transactions directly to an account register: Manually add transactions to account registers in QuickBooks Online.

 

Feel free to click the Reply button and let me know if there's anything else I can help you with.