QuickBooks for Mac 2014 User’s Guide 54
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Click Open Register at the bottom of the Chart of Accounts.
From a form (check, invoice, etc.):
With the form open:
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Choose Edit > Use Register.
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Press R.
What happens?
QuickBooks opens the register for the account where the check, invoice, bill, or credit card charge originated. For
example, if you are viewing an invoice, QuickBooks opens the register for the accounts receivable account where
the invoice was recorded.
What about income and expense accounts?
These types of accounts do not have registers in QuickBooks. If you need to see a list of the year-to-date
transactions for an income or expense account, select the name of the account, and then choose QuickReport from
the Action pop-up menu ( ).
Editing a transaction in a register
With some exceptions (see “Restrictions” below), you can go to a register to edit a transaction. This can save time if
the transactions you want to edit have relatively few distribution lines and you do not need to track the costs of
specific items.
To edit a transaction in a register:
1 Open the register where the transaction appears.
2 Go to the transaction. If you're not sure where the transaction is, you can either scroll the register to
see if you can spot the transaction, or you can use the Go To feature (Edit > Go To) to jump to the
first transaction that contains a particular payee name, amount, memo, or transaction number.
3 In the transaction, edit the fields you want to change.
Restrictions
You can edit deposits (designated by DEP in the Type field) without restrictions. You can edit split amounts for
checks (CHK), credit card charges (CC), credit card credits (CC CRED), bills (BILL), and vendor credits (BILLCRED) if
all the amounts are assigned to expense accounts (if any amount is assigned to an item, you must double-click the
transaction to edit the split amounts). For all other kinds of transactions, only certain fields can be edited directly in
the register. To edit one of these transactions without restrictions, double-click the transaction to display it in its
complete form.
Entering split transactions
When you enter a transaction in a register, you can “split” the transaction to different accounts, customers, jobs, or
classes, so that you can keep track of how much you're spending on each account, customer, job, or class. From the
register, you can also view split transactions that you entered by using the Expenses tab in the Write Checks, Enter
Bills, Enter Credit Card Charges, or Create Item Receipts windows.
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