Dashboard QB checking wildly off, cash balance from bank correct. Reconciliation correct . Chart of account correct. Where does this dashboard balance come from?

I'm here to share some insights about this dashboard balance came from, Demolynn.

The information in your QuickBooks Checking balance, also known as the cash flow information, can be seen in the Dashboard menu. This comes from the historical data from the bank and debit card accounts that are linked to QuickBooks Online. This means that it includes transactions such as categorized and uncategorized transactions.

If transactions are manually uploaded from a CSV file, the chart will solely include transactions associated with the connected bank and credit card accounts.

I will also include this article to assist you in learning how QuickBooks Online calculates your cash flow.

For future reference, you can find instructions on how to use the cash flow planner in QuickBooks Online in this article.