The check register in QuickBooks works like a journal. It is useful for recording your company’s cash transactions as well as checks. In addition, the QuickBooks check register enables you to use it for various purposes like editing the transactions and finding out the dates of the payments. Not only can you create and access this journal in the QB program but in QuickBooks Online and QuickBooks Desktop as well.
The check register, along with the splits details, can be printed for keeping a personal record. Sometimes, you may want to make another register as the default register and then print it. Interestingly, the file that you save for printing it can also be saved for exporting the check register in QuickBooks, QBO, and other versions, to Excel.
For certain requirements of your company, you can also print the check register reports in the software. To know how to print the check register in QuickBooks and do more, you can read the entire blog.
This blog carries several sections relating to the use, printing, running, exporting, and importing of the QB check register. These sections have been modified to provide you with different methods. These methods have been briefly shown here:
The check register is a part of QuickBooks and is useful for a number of functions. The check register can also be looked at as a journal for cash disbursement. The cash transactions and checks will be recorded in this journal for a specific accounting period. Through the QuickBooks check register, transactions can be quickly tracked. It also helps in knowing your account’s transaction history. Overall, this is a part of the accounting software through which many important functions and tasks, relating to your company’s checks and transactions, can be executed.
The QuickBooks check register can be used for the following tasks or functions:
Check registers can be printed from the Edit menu given in QuickBooks. In certain versions of the accounting software, the Accounting or Lists menu helps in printing the register. The users are required to provide the dates for which the register needs to be printed. In the process, there will be an option of printing the Splits Details as well. This option can be chosen based on the preferences of the users.
There are 3 methods to find out how to print a check register in QuickBooks, QuickBooks Online, and QuickBooks Desktop. These methods have been properly discussed in the following parts.
You can print a check register in QuickBooks by opening the Edit menu. Go to Use Register and then access the dropdown option for Account. Once you have selected the account, you can input the dates for printing the register. Should you require the Splits Details as well, you can choose the option of printing them. Lastly, you only have to push the Print button.
For maintaining a personal record, certain users of QBO may need to print a check register. You will be advised to use the Accounting option for printing it. From Accounting, you can move to COA. The Chart of Accounts will enable you in picking your bank’s name. Subsequently, you can tap on View Register to look at it before printing it. Based on the dates for which the register is needed, you can establish the Date Range.
Let us now step-by-step brief you on how to print a check register in QuickBooks Online.
Quick Note: You can print the check register in QuickBooks Online for a specific time period.
You may be using the QuickBooks Desktop version of the software. In it, the check register can be printed from the Lists option. In Lists, select COA. This is followed by choosing the QuickReport [Bank Account] option. You can add the dates and customize the report as per your choice. Soon, you will be able to start printing the register.
In QuickBooks Desktop, check registers can be printed using these instructions:
This is how you can print the check register in QuickBooks Online. All you have to do is decide a time period to display results and get your prints.
For changing the default check register in the QB program, certain selections should be made. Firstly, the user is needed to choose one default account for creating as well as wiring the checks. Then a default account will work as a requisite for the paychecks. Succeeding this, for deposit and check, you can opt for one more default account. These selections can be made from the Edit menu as well as through the Settings icon.
The readers who are not well-familiar with QuickBooks may not know how to select the default accounts for the check register. The set of steps listed as follows will guide you in selecting them:
Tip: Certain users may need help in knowing the location of the “Gear” icon in QB. Here, you can see where is the “Gear” icon in QuickBooks.
This method would have helped you know how to change the default check register in QuickBooks. It is a long method. However, for changing the default check register in the QB program for different purposes, this method will supply you with all the steps. We will suggest that you do not miss any of these steps.
In QuickBooks, to export check registers, the dashboard of the software is what you need to view. You can choose to print a specific register. In doing so, you will be able to save a file for printing the register. This file can be used for exporting the data of the QB check register.
In the following subsections, we have explained more about exporting the check registers from QuickBooks. In addition, you will be able to learn how to export the check register to Excel in QuickBooks and QB Desktop.
You may know that the dashboard of the QuickBooks program has several options. It will also show Banking. This option will enable you in exporting the check register. You can click on Banking to reach Edit. This will direct you to a dropdown from where the Use Registers option needs to be selected. Then you can decide which check register has to be exported. Next to this, continue administering the remaining steps.
The remaining steps of this method can be explored by scrolling further.
Quick Note: The format “Comma Delimited File” should be preferred for simply exporting the register.
You may want to export the QB check register to Excel for a particular purpose. We will suggest that you use the option of Reports. Then you can pick Memorized Reports and opt for Company. Now, on the Toolbar, you will see Excel. Select it and then choose to create a new worksheet.
In QuickBooks, to export the check register to Excel, you will need the remaining directions too. You can find them below:
The users of QuickBooks Desktop can export the check registers to Excel for particular dates. By exporting it, the register can be formatted in a preferred way by the users. Below, you can find an overview of this method.
Begin by looking for the menu of Reports in the software. This will show the Memorize Reports option. After this, choose Company and then pick the Balance Sheet. The Toolbar will present you with the Excel option. Since you wish to export the QB Desktop check register to Excel, choosing this option will be required.
To know what you have to do afterward, these 7 steps should be read:
Quick Note: A dropdown option will be available. It can be used for selecting a suitable file format. When the check register is exported from this accounting software to Excel, the selected format will be used. Also, it will be useful to learn that QuickBooks Desktop gives you the option of using certain filters. Through these filters, the date range can be set. Based on the set range, your data will get exported to Excel from QuickBooks Desktop.
There may be instances when you want to import the check transactions into your QuickBooks Desktop. This can be done by using CSV or an Excel file. To import Excel into QuickBooks check register, you can do the following:
By following these steps, you can easily import transactions to your QuickBooks account by using an Excel file.
Unlike many options in QuickBooks, the check register may not be viewed right after opening the software. You will have to find it. For finding it, the View Register option will be very helpful. Using the same option, you can know how to find the check register in QuickBooks Online too.
To get the check register using the mentioned option, let us now go through the details. These details have been supplied in the methods given below.
The QuickBooks check register can be viewed with the help of the View Register option. This option can be found using the Chart of Accounts. To get to COA, you should consider clicking on Accounting in the QuickBooks panel. When the check register has been found, you can examine it, check your transactions, import it, and do a lot more.
This option will help you in viewing the check register. In case you have prepared multiple registers in QuickBooks, then you can view them one by one.
This section covers how to get the check register in QuickBooks Online. In this accounting version, locating the register can be done in a similar way as that of QuickBooks.
To begin, you have to press the button labeled Accounting. After this, you have to view the Gear icon of QBO. On pressing this icon, the Chart of Accounts will be made available. It will carry an option for viewing the register. As you click on it, the check register will be located. You may wish to sort the register. You can choose to sort it on the basis of Reference Number. Additionally, it can be sorted through Date and Amount.
The check register report can be required for purposes relating to your business. You can run this report after locating the register. By making use of the Chart of Accounts, you can easily locate the QB check register and then you can run the report for it. Those of you who are using QuickBooks Desktop are also provided with the option to run the check register report.
The check register report in QuickBooks and QB Desktop can be run when you are equipped with the complete method. As you read ahead, you will come across 2 methods. The methods will provide you with the necessary steps to access the register and run the report.
Companies maintain important data in check registers in the QB software. The reports of these registers are equally important. You can view and access them from the Chart of Accounts/COA. Using this feature, you will be able to find a dropdown. Then press the dropdown and choose the View Register option. You can now run the report. For making any additions, you can make use of the Customize option.
Here, we have shown all the steps for running the check register reports in QuickBooks:
Quick Note: The “Customize” feature enables you to make different types of changes to the QB check register report. You can not only make additions but edits as well.
The check register in QuickBooks Desktop can be run via the Accounting option. This option can be found right after launching the software. Use this option to visit the tab for Chart of Accounts (COA). Through the tab, the checking account can be looked for. Now, you have to find Action and press the dropdown available below it. The dropdown will carry the View Register option. Select it and then tap on Run Report.
Quick Note: Towards the right, you may find the “Customize” button in QuickBooks Desktop. This button can be used when any information needs to be included in or excluded from the QuickBooks Desktop check register.
In QuickBooks, the check register works as an important journal using which many transactions can be recorded. The users of the accounting software have shared that for maintaining the checks and cash transactions too, this register has been of excellent use. To assist our readers in learning in detail about the check registers in QB, we covered multiple sections in this blog. These sections guided you in finding this journal. You were also educated about printing, exporting, and running the reports for the check register. After knowing so much about this feature, using it will be a smooth experience.
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