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sales162
Level 1
posted
‎May 12, 2020 03:02 AM
last updated ‎May 12, 2020 3:02 AM

I am trying to see how the cash book gets done, but can't even find the cash book on the 30 day free trial?

 
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1 Comment 1
Rea_M
Moderator
Moderator
‎May 12, 2020 04:52 AM

I am trying to see how the cash book gets done, but can't even find the cash book on the 30 day free trial?

Hello there, @sales162.

 

I'm here to guide you on how you can find the cash book in QuickBoooks. 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 on 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 organise 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:

  1. Go to the Accounting menu.
  2. Select Chart of Accounts.
  3. In the Filter by name or number field search for your cash accounts.
  4. Choose the account, then from the Action column drop-down menu, select View register.

 

In case you need new categories for your transactions, detail types can help you create accounts that fit what you want to track. To learn more about it, kindly refer to this article: Learn about detail types in chart of accounts. It also contains a link where you can create a new account in the How can I select a detail type for an account? section.

 

Moreover, QuickBooks Online can also provide you a variety of reports to monitor your transactions and monitor the growth of your business. The Standard tab in the Reports menu will provide you the complete list of the reports that you can pull up. Just select the report to open it.

 

Once done, you'll have to set the report period, then change the Accounting method to Cash.

1.PNG

 

You can check out this article 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.

 

Please let me know if you have other concerns. I'm just around to help.

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