Account Register

How Do I...

The Account Register lets you enter a payment to a vendor or a receipt from a customer in an easy-to-use, checkbook-register window.

You can use shortcut keys to move around easily in the register. See a list of shortcut keys.

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ClosedEntering transactions in the Account Register

The grid format makes entering payments and receipts fast and easy.

Enter a transaction in the Account Register

ClosedEditing Account Register transactions

You can directly edit only those transactions that originated on the Account Register. These transactions are marked by an icon in the Edit column:

You can drill down to most transactions on the register that originated from other Task windows. Some of the transactions you cannot drill down on are:

Edit a transaction in the Account Register

Closed Is this an entry you make on a regular basis?

Recurring transactions are complete transactions you set up to happen on a set timetable—monthly, quarterly, yearly, etc. An example would be if you have a contract with someone to provide a monthly service.

Make a recurring Account Register entry

ClosedWant to change the way the Register displays transactions?

You can sort the transactions that appear in the Account Register according to a number of criteria, including date. If you sort transactions by date, you can also filter out ones you don't want to see.

Sort transactions on the Account Register

Filter transactions by date on the Account Register

Published: March 21, 2017
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