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23561
Level 1

Checkbook registry

how get my check register go past January 8, 2021?

Thanks,

Jon

 

5 Comments 5
BigRedConsulting
Community Champion

Checkbook registry

Enter transactions after that date.

 

If you have, note the Sort by order for the register in the bottom left corner of the register.

Make sure it is the default, "Date, Type, Number/Ref".

23561
Level 1

Checkbook registry

My sort is set to the default, Date, Type, Number/Ref" We have the 2 desktop pro 2021 user version. My admin's version is able to see the complete check register but my register won't show past 01/08/2021. 

We've sent a copy to our accountant for 2020 taxes and it says (Accountant's Changes Pending)

 

Thank you for your help!

Jon 

23561
Level 1

Checkbook registry

My sort is set to the default, Date, Type, Number/Ref. We have the 2 desktop pro 2021 user version. My admin's version is able to see the complete check register but my register won't show past 01/08/2021. 

We've sent a copy to our accountant for 2020 taxes and it says (Accountant's Changes Pending)

 

Thank you for your help!

Jon 

23561
Level 1

Checkbook registry

My sort is set to the default, Date, Type, Number/Ref". We have the 2 desktop pro 2021 user version. My admin's version is able to see the complete check register but my register won't show past 01/08/2021. 

We've sent a copy to our accountant for 2020 taxes and it says (Accountant's Changes Pending)

 

Thank you for your help!

Jon 

jamespaul
Moderator

Checkbook registry

Hello, Jon. 

 

I appreciate the additional details in your reply. I have a way to help you view the entire check register. 

 

The Accountant's Copy can place restrictions for other non-admin users. You'll want to let your admin remove the restrictions so you can view the entire register. Here's how: 

 

  1. Go to the File menu, then select Send Company File.
  2. Choose Accountant's copy, then proceed with Client Activities.
  3. Click Remove Restrictions.
  4. Click Yes, I want to remove the Accountant's Copy restrictions, then hit OK.

 

Make sure to consult your accountant before doing this. This is irreversible and the changes in the current accountant's copy won't be imported to the file. Though, your admin can always send another Accountant's Copy. 

 

However, you might want to wait until the accountant has finished their tasks on the Accountant's Copy file. 

 

I would highly recommend reading this article if you need more help in removing the restrictions: Remove the accountant's copy restriction

 

An overview for the Accountant's Copy can be found here: Use the Accountant's Copy.

 

Do you need help with other tasks in QuickBooks? I'm sure our articles can help you out with a bunch of steps and guides on the common processes. Browse for them in the articles list page

 

If you have any other concerns, I'll hear them out. You can use this thread for your questions and I'll get back to you as soon as possible. 

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