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M
mia-colabrese
January 29, 2021
Question

QBs not updating its dashboard under banking "in QBs" even after reconciling. W/in QBs the reconcile worked. But the amount doesn't update under QBs under banking.

  • January 29, 2021
  • 1 reply
  • 0 views
Yesterday I called QBs and Eddie helped me reconcile my bank statement against QBs. It was off a penny. Did the journal entry for a penny and everything was great according to QBs program. Finished reconciling and the bank amount is correct and the QBs amount is off. QBs doesn't appear to be updating after I reconcile. Again the reconcile worked fine. The amount on the dashboard is wrong. Anyone else understand. I have provided feedback and the CSR was confused too. Figured I would try here haven't heard back from QBs and it's still wrong in QBs. He had helped me with a strange wire reversal which I wanted to make sure I did correctly. Shouldn't the amount which did reconcile in the back end reflect that on the dashboard? Under banking? Thank you.

1 reply

Candice C
Candice C
January 29, 2021

Good morning, @mia-colabrese. 

 

Congrats on making your first post here in the Community. I hope your weekend is going well so far. I can walk you through some steps to help resolve this problem. 

 

First, let's update the bank feed so that your balances are correct. Don't worry. It's a simple process. Here's how: 

 

  1. Go to the Banking tab on the left-hand menu bar. 
  2. Select the Banking section of the page. 
  3. Press the Upload button. 

 

 

If this doesn't work, then I recommend clearing your browser's history. This will allow QuickBooks to load as a fresh new page to remove any glitches in the system. 

 

In the end, if the issue persists, I suggest contacting our Customer Support Team. They'll be able to use a screen share to double-check a few things in your account and help fix this problem. 

 

These steps should do the trick. If you have any other questions or concerns, please don't hesitate to ask. I'm always here to lend a helping hand. Have a wonderful day! 

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