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C
Cabinets1
June 3, 2021
Question

Accountant Center change

  • June 3, 2021
  • 36 replies
  • 65 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

J
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!

K
Kurt128
August 10, 2022

I agree this is not working for me as well across QBDTA 2020, 2021 and 2022.

Very frustrating. And I agree it started after a recent "update" that rendered it inoperable. Almost as if they were intentionally trying to eliminate a feature and functionality which many of us accountants used regularly. Please fix this bug in the update.

    D
    DoingItRight
    August 29, 2022

    I can feel the disappointment of not being able to use the Accountant Center, Kason Kellstrom.

     

    But I'm here to help check what's causing the program not to get the Accountant Center feature to work. I've tried opening this feature using a sample file and it's working well.
     

    I've attached a screenshot below as your visual guide.

     

    You can try to open a sample file and if you're able to open the Accountant Center, make sure to run your QuickBooks as administrator.

     

    If still not working on the real company file, I suggest getting back in touch with our QuickBooks Live Team. I know you've already contacted them, however, they need to gather the specific issue. For example, you can't open the Accountant Center, the Accountant Center is grayed out, or links from the Tools box won't open. That will help our Engineering Team can take action in the right place in the program.

     

    You may also check out if there's an update on the version of your QuickBooks through this article: Learn how to keep your software up-to-date so you always have the latest features and fixes.

     

    Get back to me on how the contact goes by commenting below. I'll keep this post while waiting for your response. Take care always!


    Per your attached screen shot it looks like the Accountant Center is working.  But I do not see that you have been able to open any of the links.  Please show me the screen showing that you are able to reclassify transactions.  I can see my Accountant Center but that doesn't mean it is working properly.

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