Add or edit transactions in a register

You can add or edit transactions directly in some registers.

Add a transaction

  1. In the navigation bar, click Transactions > Chart of Accounts (or Accounting > Chart of Accounts depending on what you see).

  2. Find the account you want and click its View register link in the Action column.
  3. Find the blue Add... near the top (or bottom if you're in Paper Ledger Mode) of the Date column. "Add" is followed by the transaction type you used most recently.
  4. Click the Add... drop-down arrow to select the transaction type you want. If there is no Add..., it means you can't add a transaction from there. To add a transaction in these types of accounts, use Create (+) at the top of the window.
  5. Complete the transaction fields. You can press Tab to move through them in order.
  6. Click Save.

Learn more tips for adding transactions to a register.

Edit a transaction

  1. In the navigation bar, click Transactions > Chart of Accounts (or Accounting > Chart of Accounts depending on what you see).

  2. Find the account you want and click its View register link in the Action column.
  3. Select the transaction you want to edit.
    1. If you can edit a transaction in the register, the fields appear below. If you're in a register where you can't edit transactions, like A/P or A/R, when you select the transaction, its form opens and you can make your changes there.
    2. If you can select a field, you can edit it. If you can't select a field, click Edit. This takes you to the corresponding transaction form. For example, to edit a payroll transaction (a paycheck or tax payment), click Edit.
  4. Enter your changes.
  5. When you are finished editing the transaction, save it.