This video will give you the step-by-step guide on how to enter transactions in a bank register. If you’ve just started QuickBooks Online and still wants to just add to your bank register (aka check register) like old way in QuickBooks desktop, this is the best video tutorial to watch. You can learn QBO in 23 minutes.
QuickBooks Online – Bank Register (old easy way to manually enter the banking transactions in QBO)
Views: Over 54,000
View Duration: 23:20
Likes: Over 1100
How would you like to learn QuickBooks in 90 minutes? This FREE video tutorial is specifically designed for beginners in mind. You will learn QuickBooks Online the right way from the start. It covers all the basics you need to learn and offers some helpful tips. If you are looking for step-by-step educational guidance and ready to learn QBO, this is the one. And this video is produced by Top International QuickBooks Trainer, VPController.
This new update in February 2016 may have resolved the crucial “Inventory Starting Value” adjustment issues. It’s very important to note that they release these new features to users on their incremental plan. Hope all users will see it soon.
For adjustment, go to the chart of accounts > select Inventory Asset account > click “View register” under Action column > locate “Inventory Starting Value” row item > click “edit” and make necessary adjustments that include quantity, starting as of date, cost, adjustment account, and the memo field.
With this new update, they may have also resolved quantity update delete “error -30006” issue as well.
If you found our answers useful then please contribute a few bucks to support this forum. Thank you!
Undo bank reconciliation feature is not available in any plans at this time. It is available in Accountant version only.
In order to UNDO IT, first log in to your QBOA account
Go to Client home page screen
Click the company gear (upper right corner)
Click Reconcile under Tools
Select Bank Account to UNDO reconciliation
Hover your mouse cursor over the reconciliation month you want to undo (under Ending Balance or Auto Adjustment or any column) and as you are hovering you will see UNDO button to the right next to Auto Adjustment column
Select UNDO button
New Undo Reconciliation screen will open
Next, Success screen will open
Click OK again
It will longer be on the Reconciliation History & Reports list.
NOTE: If you need to sign up for QuickBooks Online Accountant version, you can do it from here and the price is right (it’s FREE):
Since you cannot print directly from the Bank Register, you will need to use the built-in ACCOUNT QUICK REPORT from the Chart of Accounts. You will get the same information as you would see on the Bank Register.
From the home page screen
Select the Company Gear (upper right corner)
Select Chart of Accounts under Settings heading
Highlight the bank account your want to print
Click Report blue button
You can customize the report more by clicking Customize button and also change Transaction Date if needed.
If manage user’s access level has not changed, you should be able to edit transactions from the bank (check) register in new QuickBooks.
From the blue navigation bar on the left > select Transactions > select Registers > Locate and double click on the bank account to edit
It will take to “Bank Register” screen. Highlight entry, make change and save. Four tabs bar will also open. If you click on “Edit” button, it will take to originally entry form.
You cannot change the “type” of expense transaction. For example, you cannot change from “Expense” type “Bill” type transaction. For that you will need to delete the transaction and create new type of transaction.
At this time, there is no way to select all from “Receive Payment” screen deposit to Undeposited Funds account. But I see huge advantage of having “Select All” button and “Clear All” button like currently available in “Bank Deposit” form.
To add this new feature request, add your voice here: