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hatchsmith
October 3, 2021
Question

Can I opt out of Beta version?

  • October 3, 2021
  • 1 reply
  • 0 views
I no longer see bank balance vs. register balance in the Banking downloads screen on QBO. The screen now only shows the bank balance and I have to toggle back to the register to compare it. It’s super cumbersome.

1 reply

M
mv32
October 3, 2021

Thanks for posting to the Community, @hatchsmith. I can share with you the steps on how to see both QBO and bank balance.

 

You can switch to accountant view to see both QuickBooks and bank balance. For a simplified way, you can click the Gear icon on the top right and then select the Switch to Accountant view link.

 

This way, you could see both balances you naturally see in QuickBooks. You can also expect slight changes in the terms found on the left panel (Menu).

 

For more details about managing your transactions in your online banking, you can reference this article: Categorize and match online bank transactions in QuickBooks Online. It covers the details of how you can match, add, or exclude transactions from your online banking.

 

Moreover, make sure to place a comment if you have additional questions about the Banking menu or any QuickBooks-related concerns. I'll make sure to help you out. Have a pleasant day ahead!

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