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Level 1

I want to access my check register on QB online

 
5 Comments
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QuickBooks Team

I want to access my check register on QB online

I'd be glad to guide you where you can access your check register, Gloria. 

 

You can go to your Chart of Accounts to open it. Here's how: 

 

  1. You can either go to the Accounting menu in the left-hand corner, or click the Gear icon.
  2. Select Chart of Accounts.
  3. Look for the account, then click View Register beside it. 

You can also sort your bank register based on your preference. You can sort it by Date, Reference Number, and Amount. Let me share this Help article for more details: Sort A Bank Register In QuickBooks Online.

 

Please check out my screenshot below for more details. You can also rely to this thread if you have follow-up questions. 

 

check register.PNG

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Level 1

I want to access my check register on QB online

That is how to look at all transactions in the bank... How do users look at just the checks?  In the desktop version, there was a specific register for just checks that were written.  Is that not in QuickBooks Online?

 

N

Highlighted
QuickBooks Team

I want to access my check register on QB online

Good day, @That1Guy.


I’m here to share a few details about your concern.


The option to have a specific register for check transactions only in QuickBooks Online is currently unavailable. You can submit a suggestion to our product developers so we can consider this for future updates. Simply go to the Gear icon at the top and select Feedback

 

QBO is a program that’s constantly evolving based largely on feedback provided by users like you. You may also send your suggestion by going to the following link: QuickBooks Online Feature Requests. I’ll make sure to do the same on my end as well.


In the meantime, you can run the Transaction Detail by Account and filter the transaction type to check. Here’s how:
1.    On the left panel, click Reports.
2.    Type Transaction Detail by Account in the search box.
3.    Change the Report period, and click the Customize button.
4.    Click Filter to expand the option, then select Transaction Type and choose Check from the drop-down list.
5.    Click Run Report.

 

 

 


Once done, you’ll see all your check transactions under one report. You can take a look at this article for more information in customizing reports in QuickBooks Online: https://quickbooks.intuit.com/community/Reports-and-accounting/How-to-customize-reports/m-p/186005.


That should do it. Please let me know if you need anything else. I’m always here to help. Take care!
 

Highlighted
Level 1

I want to access my check register on QB online

It will not let me go further than this point. 
When I press the view register, nothing happens. 
It DOES work when incognito 

Highlighted
QuickBooks Team

I want to access my check register on QB online

Hey there, @KenKenz Inc

 

I've got you covered. Since it does work in an incognito window, you'll need to go back to your regular browser session and clear your browser's history. Don't worry. It only takes a few easy steps. Here's how to so in the Google Chrome browser: 

 

  1. Go to the Three Vertical Dots in the top right-hand corner of the browser. 
  2. Select History and then History again. 
  3. Press Clear Browsing Data on the left-hand side of the screen. 
  4. In the "Time Range" section, pick All Time
  5. Click Clear Data

 

Afterward, log back into QuickBooks Online and try the steps above provided by my colleague. If you use a different browser, check out the link at the beginning of the post to help you out. 

 

If the issue is persisting after trying these instructions, then I recommend contacting our Customer Support Team. They have additional tools to look further into your account to see the root of the cause. 

 

Let me know if this helps. I'm only a post away if you need me. Take care!

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