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EziClean
Level 1

Can you help me find the running balance in the Bank Account History

 
1 Comment 1
Kristine Mae
Moderator

Can you help me find the running balance in the Bank Account History

You can find the running balance on the Chart of Accounts page, EziClean

 

I'll show you how:

  1. Click Accounting.
  2. Go to Chart of Accounts.
  3. Look for the bank account, and the running balance is in the QuickBooks Balance column.

If the column is hidden, click the Gear icon above ACTION, then tick the QuickBooks Balance box.

 

Although, you can also run the quick report to view the transactions and running balance. Here's how:

  1. On the Chart of Accounts page, locate the bank account.
  2. Click the View register drop-down arrow, then select Run report.

You can change the dates to your liking. 

 

If you have additional questions, please don't hesitate to click the Reply button below.