Adding a Check Register to the Home Page

TomMxEdit · ‎November 28, 2023

Today I switched from QuickBooks Mac Plus 2023 desktop to QuickBooks Online Essentials. I seem to be missing the specific button under the "Banking" area of the Home Page to open the Check Register. I see that I can access the register it by opening the chart of accounts and then clicking on the bank register from within that window, but was wondering if there is a way to have the check register be available on the "top level" of the home page online. It would save a lot of time when bouncing back and forth between entering and paying bills and checking the running balance of the checking account.

Thanks in advance,

Tom

SarahannC · ‎November 28, 2023

Hello there, Tom.

I can see how having an option directly on the top of the home page in QuickBooks Online can make navigation easier, similar to the setup in QuickBooks Desktop. For now, let's send your suggestion directly to our product engineers. They'll evaluate your idea. Here's how:

Log in to your QBO account and go to the Gear icon.
Select Feedback.
Enter your thoughts/insights about it and follow the on-screen instructions to complete the process.

Aside from going to the Chart of Accounts, you might want to follow these steps to instantly view the current balance in your checking account and be directed straight to the bank register when you click on the account. Here's how:

Go to the Dashboard menu and select Business overview.
In the Bank accounts section, click the checking account.

Here's a sample screenshot for additional reference:

Feel free to reach out if you have any further questions while using QuickBooks Online. I'm here to assist you.

View solution in original post

SarahannC · ‎November 28, 2023

Hello there, Tom.

I can see how having an option directly on the top of the home page in QuickBooks Online can make navigation easier, similar to the setup in QuickBooks Desktop. For now, let's send your suggestion directly to our product engineers. They'll evaluate your idea. Here's how:

Log in to your QBO account and go to the Gear icon.
Select Feedback.
Enter your thoughts/insights about it and follow the on-screen instructions to complete the process.

Aside from going to the Chart of Accounts, you might want to follow these steps to instantly view the current balance in your checking account and be directed straight to the bank register when you click on the account. Here's how:

Go to the Dashboard menu and select Business overview.
In the Bank accounts section, click the checking account.

Here's a sample screenshot for additional reference:

Feel free to reach out if you have any further questions while using QuickBooks Online. I'm here to assist you.

TomMxEdit · ‎November 29, 2023

Thanks for that insight, Sarah Ann. I’ll provide the feedback as you suggest.

Tom

Topics

Training

Community

Resources

Adding a Check Register to the Home Page