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November 4, 2022
Question

What to I change in settings so I can switch from accountant view to banking view?

  • November 4, 2022
  • 1 reply
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How do I switch from Accountant View to Banking View?

1 reply

Rubielyn_J
November 4, 2022

Let me provide insights about switching the account view, @userlisa7.

 

In QuickBooks Online, there are two ways to display your account. You can choose between Business and Accountant view. Your default view is based on the first time you set up QuickBooks. 

 

You can change them anytime without affecting your accounts or data. To switch the display from Accountant to Business view, here's what we need to do:

 

  1. Log in to your QBO account.
  2. Go to the Settings ⚙.
  3. Select Switch to Business view.

 

For further information, you may also check out this article: Switch between Business and Accountant view in QuickBooks Online. It contains an indepth knowledge and differences about the two account display.

 

Additionally, let me share this link that you can utilize to help modify settings and turn on features in your account: Edit company settings in QuickBooks Online.

 

Feel free to comment below if you have more questions about switching view in QuickBooks Online. I'll be happy to help you. Keep safe!