It's good to have you here in QuickBooks, Ores. Let me assist you in ensuring your totals in QuickBooks are accurate.
Before we proceed, please note that the balances in QuickBooks do not always match your bank balance due to several factors that can cause them to vary:
- Outstanding transactions
- New transactions for a connected account
- Duplicate transactions
- Edited or deleted transactions
- Credit card (liability) account
To begin with, I suggest reviewing your transactions in the Banking page in QuickBooks and reviewing imported transactions under the Pending section. Carefully categorize each transaction (e.g., "Transfer," "Expense," "Bill Payment") based on what happened in real life. You can compare these transactions with your bank statement to ensure they match up.
If you notice any duplicates causing the discrepancy, you can exclude them so they won't appear in any of your accounts.
In regard to your question about connecting with a QuickBooks Live experts, yes, you can reach out to them directly. They will securely access your account to investigate the issue, ensuring that your QuickBooks account is accurately balanced with your bank.
Don't hesitate to get back to us if you need further guidance or if you have any other concerns.
