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February 7, 2021
Question

How I get to current bank register? Right now it keeps going to transactions in 2010

  • February 7, 2021
  • 1 reply
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1 reply

February 7, 2021

Hello @thossmock,

 

You can customize the display date of your bank account register to show up the current one. Let me show you how.

  1. Go to Accounting.
  2. Select Chart of accounts.
  3. Find your bank account from the list of accounts.
  4. Under ACTION, select View register.
  5. Select the Funnel icon.
  6. On the Date menu, select the appropriate date range. Say This year or manually enter the date.
  7. Click Apply.

In addition, here's an article you can read to learn more about your account register: Find, review, and edit transactions in account registers.

 

Lastly, I've also included this reference for the steps in case you need to start matching your bank statements with your account register: Reconcile an account in QuickBooks Online.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.