Learn what bank and account registers are and what you can do with them.
QuickBooks uses account registers to track transactions based on where they came from. They list an account's complete transaction history and current balance. Your check register is a good example - it keeps track of all transactions you identify as a checks. All of your account registers make up your chart of accounts.
Learn how account registers work
Account registers let you review everything about an account. You can open the register to get a detailed, transaction-level view of your books. This is also where you can edit existing transactions.
In the account register, you can:
- See all the transactions in an account
- Edit, delete, or void transactions
- Filter accounts to find specific types of transactions
- Reconcile individual transactions
- Review reconciliation adjustments
Tip: The terms "bank register" and "account register" both refer to the same thing.
Learn about reviewing account registers
Reviewing your register regularly helps you catch errors and make reconciliations much easier. Most accounts have a register. Here are a few account registers you may want to review semi-frequently:
- Bank
- Credit Card
- Fixed Assets
- Other Fixed Assets
- Other Current Assets
- Long-term Liabilities
- Other Current Liabilities
- Equity
Note: There are some accounts, like Accounts Receivable or Accounts Payable registers, that you can't edit directly.
Learn when to use your account register to do bookkeeping
There are a few different ways to enter transactions into QuickBooks. The main way is to create a sales form, like an invoice or expense, to track the entire sales cycle and the accounting. You can also connect your accounts to online banking. QuickBooks adds downloaded transactions to your account registers after you review them.
You can also add transactions directly to some account registers. Account registers are for making quick changes when you're reviewing your accounts.
Start reviewing your account registers
Learn how to review your account registers in QuickBooks Online.