QuickBooks Check Register: Print, Run Report, Export & More

quickbooks check register

QuickBooks check register keeps the complete report of your transaction or checks. In addition, you can perform several tasks through this feature. It includes viewing transactions, using filters, editing the transactions, and more. To be aware of the whole procedure of using check register, this guide is going to help you.

Furthermore, we will show you how to change default check register in QuickBooks, run the check register report, export the check register to excel, import an excel into the QuickBooks check register, and how to access the check register in QuickBooks. Let’s get started!

What is a Check Register in QuickBooks?

QuickBooks check register can be used to track the transaction depending on where the payment comes from. The check register lists the current balance and complete transaction history of the account. In simple words, check register is a good way to keep track of your transactions that you recognize as checks.

If you are wondering how the QuickBooks check register works then check out the following pointers.

  • Users can view transactions in their accounts.
  • Use filters to locate certain types of transactions.
  • Edit, void and delete the transactions.
  • Examine reconciliation transactions.
  • Reconcile individual payments.

There are plenty of tasks you can perform using the check register in QuickBooks. Let’s know more in further discussion.

How to Print Check Register in QuickBooks?

QuickBooks users can print check registers for a specific period. This can be done via the Chart of Accounts option. To know how to print a check register in QuickBooks Online, one has to follow these steps:

  • Go to the “Accounting” located on the left menu.
  • Click on the “Chart of Accounts” option.
Chart of Accounts - how to print check register in quickbooks
  • Select the name of your bank.
  • Click the “View Register” option.
  • Then, click the “Funnel” icon to open the drop-down menu.
  • Pick a “Date range” for the period that you wish to print.
  • Hit the “Apply” button.
  • Now, click on the “Print List” icon in order to print the check register.

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.

How to Change Default Check Register in QuickBooks?

If you change your bank accounts, yet QuickBooks will show your older bank that has been set by default. However, you can set the new bank as your default bank for transactions such as Payroll and Payment.

To proceed with how to change default check register in QuickBooks, you can follow different procedures in QuickBooks Desktop and QuickBooks Online:

Choose Default Account for Creating and Writing Checks

  • Go to the “Edit” menu.
  • Click on the “Preferences” button.
  • Click on the “Chequing” option.
  • Select the default account for “Write Cheques”, “Make Deposits”, and “Pay Bills”.

Select Default Account for Paychecks

  • Click on the “Edit” menu.
  • Then, go to the “Preferences” option.
  • Click on the “Checking” located at the left menu.
  • Now, switch to the “Company Preferences” tab.
  • Go “Select Default Account to Use” section.
  • Select the right account using the “Open the Create Paychecks form with account” drop-down.
  • Hit the “OK” button.

Choose Default Account for Check and Deposit

  • Click on the “Gear” icon.
  • Click on the “Account and Settings”.
  • Go to the “Advanced” tab located on the left.
  • Place the checkmark for “Pre-fill forms with previously entered content” located under the “Automation” section.
  • Hit the “Save” and “Done” buttons respectively.

This way you can set your bank account as default for creating or writing checks, sales tax, making deposits, paying bills, and paychecks.

How to Run QuickBooks Desktop Check Register Report?

QuickBooks reports can be run on the Chart of Accounts. If you want to know QuickBooks check register report, follow these steps stated below:

  • In QuickBooks, click on the “Accounting” tab on the left.
  • Search for the checking account from the “Chart of Accounts” tab.
  • Click on the dropdown menu located under the “Action” column. This will show you a register (View Register).
  • Hit the “Run Report” button.

These steps are helpful to run your check register report. If it is required, you can add or exclude the details by clicking the Customize button (on the top right).

How to Export Check Register to Excel in QuickBooks?

Some users prefer to keep the check register details in an Excel file. You can do it using the Balance sheet feature. If you want to know how to export check register to Excel in QuickBooks Desktop, you can do it using the following steps:

  • Click on the “Reports” menu.
  • Go to the “Memorize Reports” option.
  • Select the “Company” button.
  • Click on the “Balance Sheet” button.
  • Hit the “Excel” option on the toolbar.
  • Click the “Create New Worksheet”.
  • Hit the “OK” button.

This way you can export the check register in QuickBooks Desktop. Using the drop-down menu, you can also choose the file format in which you want to export your check register.

Note: QuickBooks allows you to use the filters so you can set the date range to export the required data to an Excel sheet.

How to Import Excel Into QuickBooks Check Register?

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:

  • Click on the “Accountant” option.
  • Then, choose the “Batch Enter Transactions” option.
  • Select the “Checks” button using the “Transaction Type” drop-down.
  • Select your credit or bank account.
  • Now, open the spreadsheet and customize the columns in QuickBooks papers. Alternatively, you can click the “Customize” button to rearrange the columns so that they can match with your file.
  • Here, you can copy-paste your transaction from the excel file or spreadsheet to QuickBooks.
  • Hit the “Save Transaction” button.
  • Click the “Yes” button.
  • Hit the “OK” button.

By following these steps, you can easily import transactions to your QuickBooks account by using an Excel file. 

How to Get Check Register in QuickBooks Online?

Some users have this concern “how to find check register in QuickBooks Online”. If you have the same concern then we will enlighten you. Check register can be found in the Chart of Accounts menu. Here are the steps for that.

  • Go to the “Accounting” located on the left menu. Alternatively, you can hit the “Gear” icon.
  • Click on the “Chart of Accounts” option.
  • Click the “View Register” option.

Here, you sort the bank register depending on the preferences. The information can be sorted by date, among, and reference number. This way you can access your check register in QuickBooks Online.

To Wind Up

Check register plays an important role in QuickBooks as it helps to track the transaction. This guide has talked about how to use check register in QuickBooks Online.

Besides that, we have discussed the procedure of changing the default check register, run the check register report, export the check register to excel, import an excel into the QuickBooks check register, and how to access the check register.

QuickBooks often bump into errors. If you have stumbled upon certain error codes then check out the following links to discover the repairing methods:

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