How do I get the running balance to show in my register?

Quick and easy fix - Thank you!

I want to know how to see the daily running balance in quickbooks checking when I go to “Cash Flow” and click on “Quickbooks Checking.”. I’m not talking about looking at a bank register.  I can manually add to and delete items in the bank register.  I want to see my daily running balance just like I used to with Chase.  I would then reconcile the Chase balance with my register.  

Thanks for adding your concern in this forum, @majorx37. You can see the Bank balance when you go to your Banking page.

From there, see the bank balance in blue tile, and your QuickBooks balance below it. Check out this screenshot for your reference:

Here's an article that contains a step-by-step guide in reconciling your actual bank statement with your QuickBooks transactions. 

I'm always here to guide you more if you need further help in managing your bank transactions and balances. Take care!

I want to see the daily running balance not the current balance.  When I go to cash flow and then quickbooks checking there is no daily running balance.

Hello there, majorx37. 

Viewing the daily balance from QuickBooks Checking helps us know how our daily balances are going.

The daily running balance will generate once transactions from QuickBooks Checking/ payments are cleared. If so, we can contact our Payment Support Team for further assistance. They can promptly show how to generate the daily running balance and share ways to view them. Here's how:

1. Click the (?) Help 
2. icon and enter Talk to a human (then type it again when prompted).
3. When asked by the bot, enter your concern.
4. Select I still need a human, then proceed with Contact us or Get help from a human.

We can also utilize these resources to learn more about handling transactions from a QuickBooks Checking account.

• Put money in and take money out of your QuickBooks Checking account.
• Categorize your QuickBooks Checking transactions.

Post your other concerns if there are any, especially if you need help viewing balances and managing transactions in QuickBooks.

Hello there,

Please find the SS. That is that mean as current balance. how do find that balance?

You've got my back to make sure your running balances will display on the register, nuruzaman. 

The Running Balance box may be marked unchecked. I can walk you through how to display the column back on your register in no time!

To review your AP on a cash basis Balance sheet, you can follow the steps:
 

1. Go to Reports.
2. Locate and open the Trial Balance report.
3. Select the amount listed for the Accounts Payable account to open the Transaction Report for that account.
4. Make sure the reporting period matches your Balance Sheet report.
5. Select Run report.

To verify the amount in the Trial Balance report you can pull up a quick report of Account Payable.

Here's how:
 

1. Go to the Accounting tab on the left panel and choose Chart of Accounts.
2. On the Filter, by name tab, you can type Account Receivable.
3. From View register drop selects Run Reports.
4. Make sure the Report period matches the Balance sheet report.
5. Review the total amount of the last transaction if it matches the total balance in the Balance sheet.

You can refer to this article on how to resolve A/R or A/P balances on a cash-basis Balance Sheet.
 

In addition, you'll want to check out this article on how you customize your other reports in QBO. You'll also have the option to memorize them to save their customized settings.

Let me know if you need further help showing up your running balance. I'm always here to help! Have a great rest of the day!

Thank you!