Entering sales (Bank Register)

Note: The Bank Register can't be used to enter MYOB Merchant Account Service transactions

The Bank Register allows you to quickly and efficiently enter all your transactions that have a bank or credit card account type. You can also view a complete transaction history for a selected date range of each of these accounts and 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 sales transaction. Keep these points in mind:

If a transaction uses more than one account, you cannot use the Bank Register. Enter the sale in the Sales window, following the procedure described in Entering sales.

A sale that is entered in the Bank Register always uses a Miscellaneous sales layout and is a completed transaction (sale and payment).

There is no default account in the Bank Register. The account you select in this field is the account that is used. Even if you selected "When I Receive Money, I Prefer to Group It with Other Undeposited Funds" in the Banking view of the Preferences window, you must select Undeposited Funds here to apply the transaction to that account.

There is no Payment Method field in the Bank Register. The payment method and details used are the ones you assigned to the customer in the Payment Details view - Customer of the Card Information window.

If there is no default payment method assigned to the selected customer, no payment method is assigned to the transaction.

If the method or details of this sale differ from the default information or there is no default information and it is important to you that the payment method or details are recorded, you should enter the sale in the Sales window.

If you're a subscriber to the MYOB Merchant Account Service, credit card payments can't be made in the Bank Register. The Authorize button, which is needed to start the authorization process, can't be accessed using this window.

Note: The Bank Register is not a transaction window

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

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

Step by step

To make a sale (Bank Register)