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

On the Bank Feed Screen, I no longer see the QBO balance, just the Bank Balance. Is there a way to go back to seeing both?

 
1 Comment 1
RaymondJayO
Moderator

On the Bank Feed Screen, I no longer see the QBO balance, just the Bank Balance. Is there a way to go back to seeing both?

Yes, there's a way to see them both again, @printroc.

 

You may be viewing the program in Business view. That could be the reason you're unable to see the QBO balance on the bank feed screen. 

 

To help fix this, let's go to the Gear (⚙) icon at the upper right. Then, click Switch to Accountant view. The screenshot below serves as your visual guide. 

SwitchToAccountantView.PNG

 

Here's a sample screenshot of the comparison between the two views on the Banking page: 

ComparisonBetweenBusinessViewAndAccountantView.PNG

 

We have also improved the features in the Banking tab to help you effectively manage your transactions. One of them is "Additional filters and search criteria."

 

Additionally, I recommend reading the topics in this link to get further help with bank feeds and reconciling accounts: Help Articles.

 

Click the Reply button below if you have follow-up banking concerns or other inquiries. I'll gladly help. Take care. 

Need to get in touch?

Contact us