cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Am seeing only checks, not deposits on register; if I hit ref no type, it shows only deposits - I need to see both?

 
1 Comment
Highlighted
Moderator

Re: Am seeing only checks, not deposits on register; if I hit ref no type, it shows only deposits...

Hello there, @acorinnesimmons.

 

There are few ways to see the transactions you want in the register, and one of which is to sort them just like what you did. To see both checks and deposits, you can use filters.

 

Let me walk you through how: 

  1. On the left pane, select the Accounting menu and choose Chart of Accounts.
  2. Click the register you want to view. 
  3. In the Actions column, select View register
  4. Select the Filter (Funnel) icon.
  5. Under Transaction Type, select All. You can apply multiple filters to find transactions. 
  6. Select Apply.

I've attached an article you can use to find or edit transactions in the register: Review account registers

 

Leave a comment below if you have follow-up questions. I'll be happy to help you some more. Have a great day. 

Need to get in touch?

Contact us