SPLIT within the bank feed

I'd gladly walk you through the process of how you can switch views, so your users see the same thing, Britt.

In QuickBooks Online, you have two display options: business view and accountant view. Your default view depends on your preferences during the initial setup, but you can switch between the two at any time without affecting your accounts or data.

In the business view, users will see a Confirm button during the transaction matching process. On the other hand, users in the accountant view will see an Add button. Both buttons perform the same function of adding transactions from your bank feeds into QuickBooks.

Here's how to switch between the two views:

1. Navigate to the gear icon.
2. Click Switch from Accountant view to Business view.

I've added a screenshot below for your guidance.

I'll leave this helpful resource between the two views for more info: Switch between Business and Accountant view in QuickBooks Online.

For future use, here's a comprehensive guide on ensuring your QuickBooks accounts match your real-life ones: Reconcile workflow.

Come back to this post if you have any other concerns about the different views in QuickBooks Online, Britt. I'll be right here to provide further assistance. Keep safe!