To retrieve the bank register in QuickBooks, begin by logging into the QuickBooks account. Once logged in, navigate to the dashboard where the associated bank accounts are displayed.
Select the desired bank account from the list. Within the account details, there is an option labeled “Account History.” This section provides access to the balance amount for the selected bank account in the transaction currency associated with that account.
To view the balance for a specific date, use the filter option located at the top left of the bank register. In the filter menu, select the date range by choosing the desired “From” and “To” dates. This will display the account balance for the specified period, allowing for accurate financial tracking and analysis.