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Cabinets1
June 3, 2021
Question

Accountant Center change

  • June 3, 2021
  • 36 replies
  • 127 views

I reconcile my bank accounts each month in Quickbooks.  For some reason, on the Accountant Center screen, the "current balance" shown for my main checking account is incorrect (in the reconciliation section).  Do you know why?   How can I change it to be correct?

36 replies

JonpriL
Level 9
June 4, 2021

Hello @Cabinets1,

 

In QuickBooks Desktop, the current balance showing on your account is based on the transactions on your register. They may be from the list of transactions you've reviewed from the bank feeds or manually created entries for your business transaction.

 

Now to fix this, it is recommended to review and compare the list of your transaction in the register with what is showing on your statement of account provided by your bank. This way, you can identify the transactions causing the discrepancy of the current balance and delete them to fix it.

 

On top of that, I've also included this reference helpful for the steps needed in balancing your checkbook and regularly reviewing your accounts in QuickBooks: Use this guide anytime you need help doing or fixing a reconciliation.

 

Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Stay safe and have a good one!

LCG2
July 3, 2022

Am having problems with Accountant Center since updating to QB 2022. The refresh button on the Accountant center does not work, and as requested earlier, does not reconcile with my bank account. My accounts are reconciled the Accountant Center is not working as it should. The only way I have found to make this work is to close the Accountant center and re-open. Hardly a very good QB feature to have to close it out to "refresh it". What;s up with the buggy 2022 updates version???

 

TB2020
New Member
July 6, 2022

Hi there, Kason Kellstrom. 

 

Let me make it up to you by ensuring the Accountant Center page is working for you. 

 

To isolate the issue, I would recommend reaching out to our Support Team for further assistance. A live representative can look into this securely and investigate the issue you had.

 

Here's how to reach them:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect. Phone support may be limited due to volume.

 

You can check out this article for our most updated contact information and scheduled hours: Support hours and types.

 

In case you need to learn some tips in managing your QBDT, you can always check our Help articles page. There, you can read some of our great resources and use it for future reference.

 

If there’s anything else I can do for you, don’t hesitate to reach out again. I’d be glad to help.


I am having the same issue with the accountant center not refreshing now. I am an accountant using multiple client files, and it's the same for all of them. It was so convenient to press "refresh" and have it update, but like a previous user, I have found I have to close it and then reopen it for the current balances to show, as well as the reconciled date.

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