cancel
Showing results for 
Search instead for 
Did you mean: 
lhkuperman
Level 1

Banking drop down vs. bar?

What happened to the Bar View in the Banking tab? I preferred it. Now I have a drop down with limited display information.
1 Comment 1
MichelleBh
Moderator

Banking drop down vs. bar?

Hi there, lhkuperman.

 

I'm here to help you back your banking preferred view in your QuickBooks Online (QBO). 

 

Let make sure that you're using Business view in accessing your QBO account. This way, you'll able to see the preferred look. Business View has different terminology and slightly different presentation from the original look that accounting pros are used to seeing, which is now called Accountant View. 

 

Here's how to switch view: 

 

  1. Go to the Gear icon in the top right. 
  2. Click Switch to Business View.

business view.PNG

3. Review your Banking tab. 

 

For more details, check out this article: QuickBooks Online: Evolution and innovation Updates.

 

I'd also encourage you to visit these articles below about handling your bank transactions, reconcile accounts, and other topics. 

 

 

Lastly, could you please attach a screenshot on your banking page? This way, I can double-check our reports and provide you the most accurate solution.

 

See the sample screenshot below for your reference:
 

 

Feel free to let me know in the comment section if you have follow-up questions about your banking view. I'm willing to assist you further. Keep safe. 

Need to get in touch?

Contact us