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acdoctorsong
Level 1

How do I get "accountant view" for the banking section?

Accountant view shows the current bank balance and what by QBO register is. I accidently changed it and can't figure out how to get it back.
1 Comment 1
JasroV
QuickBooks Team

How do I get "accountant view" for the banking section?

I’m more than happy to walk you through the steps in changing your QuickBooks Online (QBO) account to the accountant view, @acdoctorsong.

 

Just a few clicks and you’re all good to go. Will just need to hover to the Gear icon and select Switch to Accountant view if you’re on a business view and vice versa. This will change the view of your QBO account and your bank register.1.PNG

 

You can also see this link to learn more about the Business and Accountant view: Switch between Business and Accountant view in QuickBooks Online.

 

Let me also add this article that you can read for future reference. This can guide you through the steps in matching your real-life bank balance and QuickBooks balance seamlessly: Reconcile an account in QuickBooks Online.

 

Keep me in the loop if you need further assistance managing your bank register or with your QBO account. I’m always around ready to back you up. Have a good one and keep safe. 

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