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September 10, 2021
Question

bank transaction screen no longer showing bank balance and QB balance

  • September 10, 2021
  • 1 reply
  • 0 views

This week my bank accounts are not adjacent  on the transactions screnn and have moved to a drop down. Plus they are no longer showing bank balance and QB balance. Found this frustrating anda backward step. Anyway of reverting to the previous display? 

1 reply

JoesemM
September 10, 2021

Hello there, @Paul161157. Let me assist you today.

 

Please know that there are two user views in QuickBooks Online. If you're using the Business View, your QuickBooks balance won't show on the Banking page. You'll also notice that the Banking menu will become the Transactions menu. 

 

This setting has a slightly different terminology and presentation from the original view that accounting professionals and old QuickBooks users are used to seeing. We added this feature to help the new users get started quickly on the key workflows that matter most to small businesses.

 

To show the Bank Balance and QuickBooks Balance, you can switch to Accountant View

 

  1. Go to the Gear icon, then select Accounts and Settings.
  2. Tap on Advanced at the left pane, then go to the User View section.
  3. Toggle the option from Business View to Accountant View and vice versa.

I'm adding this article to learn more about each view and how to switch between them: Switch between Business and Accountant view in QuickBooks Online.

 

Moreover, you can review these links to know more about the QuickBooks Online updates:

 

 

Let me also add this article that you can read for guidance in matching your accounts seamlessly: 

 

 

 Should you need any additional assistance while managing your bank accounts or transactions, you can leave a comment below. I'll be sure to get back to you.