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February 15, 2023
Question

I do not have "Banking" in the left menu?

  • February 15, 2023
  • 1 reply
  • 0 views
There is no Banking option in the left menu.

1 reply

February 15, 2023

Welcome to the Community, windingrivercamp.
 

Since you're not seeing Banking as an option in your left navigation bar, I'd recommend checking to see if the account was switched to Business view.
 

When using Business view, you won't see a Banking option displayed in your left menu. Instead, you'll have to go to Bookkeeping to access the Banking screen.


 

To confirm which view you're currently using, use your Gear (⚙️) icon, then check if the account says Switch to Accountant view or Switch to Business view.


 

If it says Switch to Accountant view, you're currently in Business view. You can select Switch to Accountant view to see your Banking option listed in the left navigation bar again.


 

I've also included a detailed resource about both different views which may come in handy moving forward: Switch between Business & Accountant view
 

If there's any additional questions, I'm just a post away. Have an awesome Wednesday!