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November 21, 2021
Question

What causes different QBO companies to display very differently?

  • November 21, 2021
  • 1 reply
  • 0 views
I have several QBO companies and they are all in the same layout except one. On the one in question, when you go to Transactions>Banking, the QBO balance does not display, just the bank/credit card balance per bank shows. Another difference is when categorizing expenses from a bank feed. Typically you can just create an account by clicking "Add" in the expense field if you needed a new account and a screen displays where you can select the type of account and add an account number etc. Currently a series of prompts show up when you do that asking if its an asset etc until you can finally create a new account (I know you can just create a new account under the accounting tab, that's not the issue). Is there a way to get this company to display the same as my other QBO companies? Note that its the same subscription level as the other companies.

1 reply

Adrian_A
November 22, 2021

Thanks for the details, tseehafer.

 

You can run some steps to isolate what cause these issues.

 

To start with, try pulling up the transactions on an incognito window. This is the safest place to tell if an issue you're experiencing is cause by browser-related concerns. You can use these keyboard shortcuts to open one:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P
  • Safari: Command Shift N

 

If it works, you can go back to a regular browser and clear the cache. A piled cache can also be the reason for some unexpected happenings on the pages.

 

You can also use a different browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.

 

Also, if you want to ensure that the accounts matches your bank and credit card statements , you can reconcile them. Here's an article as your guide: Reconcile an account

 

I'll be around if ever you need help in doing the reconciliation. I've got your back!