Entering sales using the Bank Register

Sales Overview > Entering sales using the Bank Register

Step 1: Select the account where the money from the sales transaction will go
Step 2: Enter details about the transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Choose what you want to do with the transaction

The Bank Register allows you to quickly and efficiently enter all your transactions for asset accounts with bank privileges or liability accounts with credit card privilege from one window. 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:

Note: The Bank Register is a convenient tool for data entry, not the actual transaction window.

When you enter an Enter Sales transaction in the Bank Register, it is as if you had opened, entered and recorded the information in both the Miscellaneous layout of the Sales window and the Receive Payments 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 asset accounts with bank privileges and liability accounts with credit card privilege.

Click below for the step-by-step procedure:

Entering sales using the Bank Register