Where Is The Register In Qb On Line

Have you lot ever seen a transaction in QuickBooks Online that required editing or deletion? Today I'm going to bear witness you lot how to make those modifications.

In this tutorial, nosotros're going to start by opening the QuickBooks Online Test Bulldoze file. You can open that file hither: https://qbo.intuit.com/redir/testdrive

Take a look at the championship for the file in the dashboard. It should say, "Craig's Design and Landscaping Service." If it doesn't, y'all're in the wrong place.

To set our scenario, nosotros're going to add a couple of transactions that will serve every bit our hypothetical mistakes. To do that, click on where it says Checking in the right-mitt column of your dashboard.

Once we've clicked on that account, it will show a queue of items that demand to be added to the register. To simulate the creation of transactions that need modification, click add together on the right-mitt side for the top iv items.

So now, nosotros accept four items in our annals that have been added from the review queue. To set up this, we need to outset by going to the annals. You'll see the annals button right near the actions column on the bank account.

Alternatively, if y'all are not on the Checking Business relationship screen, nosotros can navigate to the Checking Account register by looking to the left-paw navigation menu, hovering Business relationship, and and then clicking Chart of Accounts. Once we're in the chart of accounts, nosotros'll see the checking Account and view register button.

Navigating to the Chart of Accounts in Quickbooks

In the register, we'll come across the transactions we want to change. The showtime one in question is for uncategorized income from Books past Bessie. To brand modifications to that item, click the entry, and it will go editable.

Edit an item in the register in Quickbooks

Editing an item in the register in Quickbooks

Now that we've transformed the transaction into an entry we can modify, nosotros'll see 4 buttons: Delete, edit, cancel, and save. For this transaction, we're going to click delete.

Once we click delete, a new window will pop upwards and we'll be asked if we are sure we want to proceed with deleting this transaction. Click yes to go along.

Are you sure you want to delete that transaction in Quickbooks

Now, if nosotros navigate to the left-hand navigation carte and click on Banking, we'll be brought to a screen that shows all the transactions we previously deleted. Those items are dorsum in our "for review" queue and have not been added to the register —they're back where they were when we started the tutorial.

Sometimes we know right later we brand a fault that the error was made. If that is the example, after pressing the "Add" button, click on the "reviewed" tab, find the transaction in question, and click "Undo."