Glad to see you here, @Paul404.
I'm here to guide you on how you can find the cash book account in QuickBooks. This way, you'll be able to check how you can create one and input your transactions.
In QuickBooks Online (QBO), there are several ways how you can view your cash transactions. First stop, you can visit the Banking menu where you can locate the synced bank transactions.
You can automatically download your recent transactions by connecting your bank accounts in QBO. For the detailed steps, you can refer to this article: Connect bank and credit card accounts to QuickBooks Online.
Next, you can organize all your accounting details through the system's Chart of Accounts. From there, you can filter all your cash accounts, then view their registers. Here's how:
- Go to the Accounting menu.
- Select Chart of Accounts.
- In the Filter by name or number field search for your cash accounts.
- Choose the account, then from the Action column drop-down menu, select View register.
You can check this article in case you need new categories for your transactions and types of accounts that'll fit what you want to track: Learn about detail types in chart of accounts.
Additionally, to learn more on how to generate account-specific reports, set up general report preferences: Run reports. It also contains step-by-step guide about customising, printing, emailing, and exporting your reports.
Let us know if you still have more questions about cash book accounts in QuickBooks by leaving a reply. Take care, and have a great rest of the day.
