The Dashboard bank balance and QB balance not matching
The dashboard bank accounts get bank balance and transactions that are past. The QB balance is the balance from all transactions past and future. It should have a 'where clause' to only consider transactions up to today and disregard future transactions. QB Support do not believe it is an issue. I am not sure how you do accrual accounting and rely on this dashboard tile to reconcile your cash balance quickly. What do others think??
The Dashboard bank balance and QB balance not matching
Hi parbendra,
Thank you for reaching out.
We do try to listen to our customers and their recommendations as much as possible to build a better system.
Our Product Team would love to hear your feedback, you can reach them directly by logging into your Quickbooks Online account, going into the Settings > Feedback.
The more feedback about a particular topic that is received, the better the chances of it being implemented in the future.
The Dashboard bank balance and QB balance not matching
I have already raised via feedback.
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