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February 9, 2021
Question

I used to be able to see all of my cc and bank accounts when i clicked on banking now i have to view individually? what happened

  • February 9, 2021
  • 1 reply
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1 reply

BettyJaneB
February 9, 2021

Hi there, @karen-alliedener.

 

I'll guide you on where you can see all your credit cards and bank accounts together with their bank transactions.

 

The bank and transactions that will show up on the Banking page are intended for those accounts that are connected to Online Banking. Once the transactions have been downloaded from the financial institution, the information will be displayed on the banking page automatically.

 

If the bank is not listed from the said page, you'll need to go to your register and view their details from there.

 

To do that:

  1. Click on Accounting from the left pane.
  2. Refer to the Accounting tab.
  3. From there you can view all you credit card and bank accounts.
  4. Press on View register to view all the reactions of your bank. 

Know that you can always utilize this link below to help you in categorizing your bank transactions in QBO: Learn how to review downloaded bank and credit card transactions and put them in the correct accounts.

 

I'm just a reply away if you need anything else, @karen-alliedener. Feel free to leave a reply below. Have a good one!