Question

Accountant Center change

Forum|Forum|5 years ago
June 3, 2021
36 replies
59 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?

QuickBooks Accountant Desktop

J

JonpriL

Level 9

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!

L

LCG2

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???

D

DoingItRight

Hello brocchini,

I appreciate you for performing different troubleshooting steps to resolve the issue in the Accountant Center in QuickBooks Desktop.

Since the issue persists, I'd still suggest contacting our Support Team. They have tools that help them check your company file with any data issues and resolve them for you.

If you encounter some beginning balance issues, you can refer to this link on how to fix them: Fix beginning balance issues in QuickBooks Desktop.

If you have any questions or clarifications, let me know by leaving a comment. I'm here to help you more.

I have been unable to use the Accountant Center since I was required to purchase the PAP Premier Software Bundle. It is very frustrating after 6 hours with 6 different agents trying to get the Accountant Center to work. The last agent explained it is an IT issue and to contact my IT Department. I am one person with a small bookkeeping office. I don't have an IT Department. I have verified and rebuild my data. I have used every tool on the Tool Hub to try to get the accountant center to work as it has in the past. I have updated QuickBooks, I have updated my computer and to no avail is my Accountant Center usable.

Sign up

Login with SSO

Let's get you signed in

Login with SSO