banking

QuickBooks Banking- Viewing Cleared Transactions in Register

I have been writing recently about the Banking module and specifically reconciliation of the bank account, printing of it, and will now follow up with another way to view your cleared transactions. This is done through your Bank Register. There are two ways to open the register, one is by clicking on the Register icon on your Icon Menu or by clicking on Banking on your Menu Bar/Use Register...

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QuickBooks Banking – Transferring Money Between Accounts

Recording the transferring of money in QuickBooks between accounts is quite easy. I am going to use the sample company to transfer $5,000 from chequing to savings to show you how. From the Menu Bar choose Banking/Transfer Funds. Starting from the Date field I will enter in the following information. Transfer Funds From– Chequing Account, Transfer Funds To – Savings, Transfer Amount...

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QuickBooks Banking and How to Work With it

As you can see from the Home page in QuickBooks, Banking is a separate module unto itself. In this module you can perform the following: Write Cheques Print Cheques Use the Cheque Register Record Deposits Reconcile accounts Enter Credit Card Charges In this series of articles I am going to cover some of the above but not all, since some of those have been written about previously. So...

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QuickBooks Quik Tip on Banking

There may come a time when you have to do some banking, wherein there is a deposit, but it does not relate to a Customer Payment for which you would normally use Receive Payments. This could be a loan or shareholder’s contribution in which there is a cheque to deposit. Not only that but you would like to receive some cash back to replenish your Petty Cash float. Here’s how you would...

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Record Deposits in QuickBooks

Record Deposits in QuickBooks

Moving along, you have finished receiving the payments for invoices that you generated and now have to deposit these amounts into the bank that you originally set up in QuickBooks. As always we start off at the Home page. In the Banking section you will find a Record Deposits icon which when clicked will take you to the Payments to Deposit. There you will see the three payments that you received,...

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