QuickBooks for Mac 2014 User’s Guide 159
o Edit a transaction. Double click the name of a transaction to open it and edit the transaction's
details.
o Rearrange the columns. Click and drag the top of a column to move it to another location in the
list.
o Filter the information you see. You can filter the transaction list using the filters located under
each list. For example, with the Invoices category selected on the left side of the center, you can
select “Overdue” from the View pulldown menu and then “This Month.”
Tips and tricks
• Control-click on a transaction category on the left side of the center to access a shortcut menu.
• You can sort transactions by clicking the title of a column.
• Show different columns or hide columns you don't need. Right-click (or Control+click) on the column headers,
then select the columns you want to see and unselect the ones you want to hide.
• Click an area on the Income Tracker bar to see more info about that area.
Editing a check
To edit a check:
1 Display the check in the Write Checks window or in your bank account register.
Tip: You can use the Find command to find the check.
2 Change, as needed, the content of the check.
Tip: The register does not show all the fields on a check. If you are working in the register and you
need to see all the fields, either double-click the check, or select the check and then click Splits.
!
Managing deposits
Making a deposit
QuickBooks lets you deposit multiple payments at one time, as well as choose between printing both a deposit
summary and slip, or a deposit summary only.
To make a deposit:
1 Choose Banking > Make Deposits.
Note: You can also make deposits using the Transaction Center.
2 In the Payments to Deposit window, click the payments you'd like to deposit, and then click OK. You
can also click the Select All or the Select None button. If you are planning to print a deposit slip, note
that the slip can hold only up to 18 deposit transactions. When you receive a payment from a
customer and choose to "Group with other undeposited funds," the payment is listed here.
3 On the Make Deposits window, select the account you want to deposit into, enter the date, and enter
any memo for the deposits.
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