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lauretta-codgie-
Level 1

How to lay out the bank register?

moving columns in register
1 Comment 1
KayePe
QuickBooks Team

How to lay out the bank register?

Moving columns and laying out the bank register seems essential to you and your business right now, @lauretta. Let me dive into this matter.


Please be aware that in QuickBooks Online, it is not currently possible to customize the layout of the bank register or move columns. However, you can choose which data you want to display on your register by following these steps:
 

  1. Open your Bank Register.
  2. Select the Gear icon beside the Export icon.
  3. Choose what data you want to include in your register.

 

bank register.png

 

Moreover, to quickly add new transactions while reviewing your chart of accounts, note that you can manually enter transactions in your account register.


Get back to us by replying again on this thread for some concerns you may have. Know that I'm always here, ready to assist you when managing your bank register. 

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