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CFOSecrets
August 21, 2022
Question

New layout-bank feed link doesn't work

  • August 21, 2022
  • 1 reply
  • 0 views

I had a Zoom call today with a client who apparently has been given with the new layout.  When she clicks on the "banking" icon on the left-hand menu, instead of being brought to the bank feeds page or even a register, all that comes up is a page exhorting her to open up an (undoubtedly overpriced and ad infested) QBO checking account. There is literally nothing else connected to that tab--you either open up a QBO account or too bad; enjoy this dead link.  There's not even a small link somewhere to the bank feed page.  (This even though they have no fewer than eight accounts connected to her QBO account). It took us several minutes futzing around to figure out how to get to the blasted bank feeds screen.

 

Two questions:

1) Does Intuit management really hate it's customer base so much that it's looking for ways to make using it's product less user friendly? 

2) How can you get rid of this stupid ad and get back to the banking tab being useful? 

1 reply

MaryLandT
MaryLandT
August 21, 2022

This isn't the kind of service we want you to experience, CFOSecrets.

 

I want to make sure you're able to navigate the Banking page normally. QuickBooks Online navigation bar is changing to help small business owners find what they need more quickly and easily. 

 

That being said, you're maybe seeing the client's account in a Business view interface. There are two ways to display your account: Business view and Accountant view.

 

You can switch the view anytime and this won't affect any data on the company file. Here's how:

 

  1. Go to Settings ⚙.
  2. Select Switch to Business view or Switch to Accountant view.

 

You can browse this page to learn more about the latest update in our system: New Business View Navigation Menu Launched on QuickBooks Online.

 

I'm also adding these articles in case you need help connecting bank accounts and categorizing downloaded transactions.

 

 

Get back to me if there's anything else you need help with. Just leave a comment below and I'll get back to you.

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