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jwsurgeinc
Level 1

Is there a "view balances" option in QB online? In the desk top version I could always see balances for checking, AR and AP right on the home page.

 
4 Comments
Candice C
QuickBooks Team

Is there a "view balances" option in QB online? In the desk top version I could always see balances for checking, AR and AP right on the home page.

I've got your covered, @jwsurgeinc

 

I hope your week is going well so far. Don't worry. You can easily see your balances for your checking, AR, and AP accounts with just a simple click of a mouse. Here are two options: 

 

Overview page

 

Press on the Overview tab on the left-hand menu bar. From there, you'll be able to view the balances you want. 

 

 

Chart of Accounts page

 

  1. Go to the Accounting tab. 
  2. Select the Chart of Accounts portion. 
  3. Afterward, you'll be able to see your accounts and their balances

 

Since this is your first post, cruise on over to our tutorials page to review other features that could be helpful to your business. 

 

Now, you should have the information and steps you need to look over these balances. If you have any other questions or concerns, just let me know. I want to make sure that you're able to get back to running your business. Have a fantastic day!

jwsurgeinc
Level 1

Is there a "view balances" option in QB online? In the desk top version I could always see balances for checking, AR and AP right on the home page.

I don't have an "Overview" tab in my menu.  Is there a way to view the AP and AR balances on the dashboard?

 

 

jwsurgeinc
Level 1

Is there a "view balances" option in QB online? In the desk top version I could always see balances for checking, AR and AP right on the home page.

Actually, I have it as a "Business Overview" tab at the top, not in the menu, but it does not show AP.  It has income, expenses, P&L, and Sales.  It also has the list of bank accounts on the right side.  Is there a way to customize this page?

 

SarahannC
Moderator

Is there a "view balances" option in QB online? In the desk top version I could always see balances for checking, AR and AP right on the home page.

Hello there, jwsurgeinc. Thanks for getting back to us.

 

Yes, you're right that the Business Overview tab only displays data for income, expenses, P&L, sales, as well as the list of bank accounts. This page show only A/R balances.

 

I can see how relevant and useful to generate the A/P on the Overview tab. You can visit our blog website to check our product enhancements. 

 

I'd also like to share about customizing sales forms. It guides you on how to personalize the invoice, estimates, and sales receipts.

 

Let me know if you have other questions. I'm here to help in any way that I can. Take care.

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