Entering purchases (Bank Register)

The Bank Register allows you to quickly and efficiently use one window to enter all your transactions for any account that has a bank or credit card account type. You can also view a complete transaction history of each of these accounts for a selected date range and can open the source window of each transaction for more detailed information.

While the Bank Register is quick and convenient, it is not appropriate for every purchase transaction. Keep these points in mind:

• If a transaction uses more than one account, you cannot use the Bank Register. Enter the purchase in the Purchases window, following the procedure for Entering purchases.

• A Purchase that is entered in the Bank Register window is always a Miscellaneous purchases layout and is a closed -- paid in full -- transaction (purchase and payment).

The data entry area appears in the bottom portion of the window and the top portion displays the transactions in a scrollable list.

Note:  The Bank Register is not a transaction window

The list in the upper left corner of the Bank Register window displays only asset accounts that have a bank or credit card account type.

Step by step

• To make a purchase (Bank Register)
• To record company credit card purchases (Bank Register)