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How to See Online Banking Transactions in QuickBooks QuickTip

Side-by-Side versus Register Mode for Online Banking in QuickBooks

QuickBooks offers a choice in how to view and work with the downloaded transactions from your bank. Register Mode splits the screen horizontally so that the top part of the screen is your QuickBooks register, and the bottom section has the Online Banking transactions, while the Side-by-Side Mode has the Online Banking transactions on the left part of the screen, and then you enter transaction data in the left section. If you use Register Mode in QuickBooks, you use the register to add or match transactions. When you use the QuickBooks Side-by-Side Mode you use forms in the Online Banking window to add or match your transactions instead of the QuickBooks register. To enable the mode that best fits your needs:

  1. Choose Edit | Preferences from the QuickBooks menu bar.
  2. Click the Checking icon on the left pane and then click the Company Preferences tab.
  3. In the Online Banking section choose either Side-by-Side Mode or Register Mode by clicking the corresponding radio button.
  4. Click OK to save your selection.

 

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