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ecsteph
Level 1

How can I mark all transactions in my check register as R in bulk? There are too many to do it one by one.

 
2 Comments 2
Anonymous
Not applicable

How can I mark all transactions in my check register as R in bulk? There are too many to do it one by one.

Use the bank reconciliation feature to reconcile your account.

MorganB
Content Leader

How can I mark all transactions in my check register as R in bulk? There are too many to do it one by one.

Hello there, ecsteph.

 

Thank you for taking the time to visit the Community. I'd be glad to help with marking the transactions with an R in the register.

 

This can be done by completing a reconcile on the account. When you reconcile, you are telling QuickBooks the transactions in the register match what's shown on your bank statement. This is also what the R status represents in the register. All you need to do is grab your bank statement and you're ready to get started. Here's how:

 

1. Click the Banking tab in the left navigation bar.

2. Make sure the correct account is highlighted blue at the top of the page.

3. Select the Go to Register link above the Action column.

4. Choose the green Reconcile button in the top right corner.

5. Enter the correct date for the month you'd like to start with, then enter the beginning and ending balances.

6. The transactions will appear on the reconcile page. From here you can check them off one by one as the appear on the statement, or click the circle at the top of the last column on the right to check all transactions.

 

I've got an article for you that offers additional pointers on this process. You can check it out here: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-reconcile-accounts/m-p/186470.

 

You may also be interested in the Reconcile Hub, which you can find here: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/Reconcile-hub/m-p/186429.

 

Keep up the great work and feel free to comment below if you have any other questions.

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