Most transactions have a register associated with them. See a more detailed explanation in my article on Improved List Selection This is a very useful feature that many people aren’t familiar with. Use the list item if you have just used ctrl-L to open the list from a transaction. Open a list – if the cursor is in a field that has a dropdown list, such as selecting the item in an invoice detail line, this will open the list associated with that dropdown Open the create invoice window to create a new invoice Open a transaction journal for a transaction, if you are viewing the transaction Open a Quick Report for a list item when you have selected the item in the list Opens the write check window to write a new check Note that all lists that are open at the time should be refreshed. If multiple users are editing the list this may be useful. This will force QuickBooks to go back to the database server and retrieve the latest copy of the list. You only see this if you are in multi-user mode, when you have a “list” open. You can then use ctrl-V to create (paste) a copy of that check if you are in the check register
If you are looking at a check in the write checks window, or in the check register, use ctrl-O to copy the check. Please note that you cannot reverse this once done, usuallyĮdit an item in an item list, or in a register Insert a blank detail line in a transactionĭelete the current transaction or list item. Editing QuickBooks Transactions and Listsĭelete the selected line in a transaction
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