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chambersdental
October 12, 2023
Question

Home Page Account Balances Shortcuts

  • October 12, 2023
  • 1 reply
  • 0 views

I would like to see additional account balances on my home page in the Account Balances Shortcut.  I followed instructions to customize view balances in the left icon bar, but it is not updating the home page.  I am the administrator on the account and have no user restrictions.  I would like to see my prepaid accounts balances on the home page.

1 reply

KlentB
KlentB
October 12, 2023

Hi there, chambersdental.

 

By default, the actual balances or your account should automatically reflect in the shortcut. You'll want to double check or compare the amounts displayed with your Chart of Accounts.

 

If the balance isn't updated, let's close and reopen the program to start over fresh. Additionally, please make sure that your QuickBooks Desktop product is up to date. This way, you always get our latest security updates and bug fixes.

 

Let me know if there's anything else that I can hep you with.

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