Entering a Spend Money transaction using the Bank Register
Step 2: Enter details about the transaction

Step 1 > 2 > 3 > 4

If you haven't already read the Spend Money Overview, see Spend Money using the Bank Register for more information.

The Bank Register window should be displayed.

  1. In the Type field, select Spend Money if the account is an Asset account or Enter Charge if the account is a Liability account.

  2. The next ID # in sequence from the last transaction and the system date appear in the ID # and Date fields. You can use or change these entries.

  3. Select the card to whom you want to make the payment or enter the payee's name in the Name field.

  4. In the Amount field, enter the amount being paid.

Note: A check number can be voided by leaving the Amount fields blank

 If you leave the Amount fields blank and then click the Record button, the warning message, "Click OK if you wish to void Check #--. " will appear. To void the check number, click OK.

For more information about voiding check numbers, see Voiding check numbers.
  1. You can use the Memo field to record the purpose of the check. We recommend that you make a detailed comment, so you'll be able to identify the purpose of the transaction when you review your records later on. The name you selected in the Name field appears here by default.

Entering a Spend Money transaction using the Bank Register - Step 2