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April 19, 2022
Question

How do I amend my bank accounts to reflect one balance?

  • April 19, 2022
  • 1 reply
  • 0 views
I think i have added my bank account twice to QUICKBOOKS , now i have two balances and amounts are not adding up, how do i amend?

1 reply

April 19, 2022

Hope you're doing good today, @peteka-ddsit-co-.
 

Let me provide some details regarding how to reflect a single balance in your QuickBooks Online (QBO) account.
 

Each account you link to QuickBooks has its own balance. As a result, be sure your account is only connected once. If you've connected the bank account twice by accident, you'll need to remove or unlink one of them to see or get the correct bank balance. 

 

To disconnect and add accounts, you can refer to these articles for the complete steps: 

 

 

Also, missing credits and debits or an incorrect opening balance, duplicate transactions can cause discrepancies to your actual bank balance.

 

To correct them, check out these links. Each of them provides further information and steps on how to handle your account balance depending on the situation:

 

 

Lastly, I've gathered other resources where you can check more about organising transactions and accounts from time to time:

 

 

If you're referring to something else, please don't hesitate to go back here and clarify it. I'll be around to help you anytime with your QuickBooks concerns. Take care and stay safe, peteka-ddsit-co-.