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March 8, 2024
Question

Under Bank transactions, not able to view Quick books balance

  • March 8, 2024
  • 1 reply
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1 reply

March 8, 2024

Hello there. We can work together to help you view your QuickBooks balance. 

 

The QuickBooks balance is affected by all the transactions in your register, including the ones you haven't reviewed yet. However, the Bank balance is determined solely based on the transactions on the register.  

 

Since you want to see your QuickBooks balance, we can navigate to the Chart of Accounts instead of the Bank Transactions page. 

 

Here's how: 

  1.  Go to Bank Transactions, then click Chart of Accounts. 
  2. From there, you can see your QuickBooks Balance and Bank Balance
  3. You can also click View Register to see its transactions.


Once you have checked your balances, it's important to 
reconcile your accounts to ensure the accuracy and validity of your financial information.

 

Furthermore, check this article to learn what to review so you can start reconciling: Fix issues for accounts you've reconciled in the past in QuickBooks Online.

 

I'll be here if you need further assistance regarding your QuickBooks Balance or navigating your QuickBooks. Keep safe.