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November 4, 2024
Question

How do I access my QuickBooks register on the phone APP? I can end her expenses see transactions but I can't see what my current balance is in the register

  • November 4, 2024
  • 1 reply
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I would like to be able to see my register balance on the phone app like I can computer

1 reply

November 4, 2024
I know a way you can locate the account's current balance, Shawn. Allow me to guide you through the process in detail.QuickBooks Online (QBO) and its mobile app both provide access to account registers.

However, the online version has more comprehensive features, while the mobile app emphasizes convenience and mobility. To access your register's current balance in your application, here's how:

  1. Go to the Menu icon ☰
  2. Press Chart of Accounts/Categories.
  3. Select the Filter icon and tap All to see all categories and current balance.
  4. (Optional) Tap the account you want to view the current balance.

After these steps, you'll be able to view the account's current balance on the right side. Please be aware that editing transactions is not possible within the mobile app. To modify transactions, you need to access your account through the web platform. If the issue persists, the app may be having data issues. I recommend following the steps through these articles to fix it:

If you want to learn how to modify transactions in an account register, you can read this article:  Find, review, and edit transactions in account registers in QuickBooks Online

Additionally, you can explore this article to gain more information on how to match your bank statements and QuickBooks balance: Reconcile an account in QuickBooks Online

Don't hesitate to reply to this post if you have additional questions about account registers. I'm here to help. Best wishes!