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What are account histories in QuickBooks Online?

SOLVEDby QuickBooks11Updated 2 hours ago

Learn what bank and account histories are and what you can do with them.

QuickBooks uses account histories to track transactions based on where they came from. They list an account's complete transaction history and current balance. Your cheque account history is a good example - it keeps track of all transactions you identify as a cheques. All of your account histories make up your chart of accounts.



Learn how account histories work

Account histories let you review everything about an account. You can open the account history to get a detailed, transaction-level view of your books. This is also where you can edit existing transactions.

In the account history, you can:

  • See all the transactions in an account
  • Edit, delete, or void transactions
  • Filter accounts to find specific types of transactions
  • Reconcile individual transactions
  • Review reconciliation adjustments


Learn about reviewing account histories

Reviewing your account history regularly helps you catch errors and make reconciliations much easier. Most accounts have an account history. Here are a few account histories you may want to review semi-frequently:

  • Bank
  • Credit Card
  • Current Assets
  • Long-term Liabilities
  • Other Current Liabilities
  • Equity

Note: For some accounts like Accounts Receivable (A/R) or Accounts Payable (A/P), you can't edit the account histories directly.



Learn when to use your account history to do bookkeeping

There are a few different ways to enter transactions into QuickBooks. The main way is to create a sales form, like an invoice or expense, to track the entire sales cycle and the accounting. You can also connect your accounts to online banking. QuickBooks adds downloaded transactions to your account histories after you review them.

You can also add transactions directly to some account histories. Account histories are for making quick changes when you're reviewing your accounts.



Start reviewing your account histories

Learn how to review your account histories in QuickBooks Online.

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