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Level 1

I am needing help adding a transaction to my ledger

1 Comment 1
Joesem M

I am needing help adding a transaction to my ledger

Hello there, @shalyn-rood.


You can add transactions while you're working in your account register. This way you can review your accounts and make a quick addition.


First, you'll need to open an account register, here's how:

  1. Click Accounting in the left menu and select Chart of Accounts.
  2. Locate the account register that you want to review.
  3. Click the View register from the Actions column.

Then, add a transaction to a register:

  1. From the Add ▼ drop-down menu, choose the transaction type you want to add.
  2. Fill in the necessary information to complete the form.
  3. Hit Save.

If you'll want to run a General Ledger report, just go to the Reports Tab, scroll down the page to For my accountant then select General Ledger.


For more information about the process, click this article: Add transactions to account registers in QuickBooks Online.


I'm adding these helpful articles to know more about account register and how to customize reports in QuickBooks:

Let me know in the comment section if you have any other questions. I'll be happy to lend a hand. Take good care.

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