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R
RidinDirty
October 9, 2020
Question

On the Transactions - Banking Screen, Why is it only displaying the bank balance and not balance in Quickbooks any longer?

  • October 9, 2020
  • 12 replies
  • 25 views
No text available

12 replies

R
Rejeil_O
October 9, 2020

Hello there, @RidinDirty.

 

Let me assist you in fixing your issue with QuickBooks.

 

You can perform basic troubleshooting to see if it's a browser issue or not. This way, you can clear the outdated file that causes a small problem with your bank feeds. Please open your QuickBooks via a private browser.

 

Here's how:

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N
  • Microsoft Edge: Ctrl + Shift + P

 

Then, check your QuickBooks Balance if it's showing already. If you're able to do so without any errors, you can switch back to the main browser to clear the cache. You can also try using other browsers to isolate browser-related issues.

 

I've also added an article to help you download your bank transactions manually in QuickBooks Online.

 

If you have other concerns, please don't hesitate to leave a message in the comment section. I'll be happier to help. Take care, and have a great day.

B
briangerhart
January 4, 2022

I set up a new company entered my chart of accounts, vendors, etc. including two bank accounts.

Initially, they showed up on the home screen, but after adjusting various preferences, the bank balance box on home screen disappeared.

What did I do??

Thank you,

Brian

D
DebSheenD
Level 5
January 4, 2022

Hello there, briangerhart.

 

We have improved the features on the Banking page. However, we're unable to bring the old design.
 

I understand the importance of having this feature for your business. I'll make sure to take note of this.

In addition, I'd suggest reading the topics in the Help Articles to get further help with bank feeds and reconciling accounts.

Don't hesitate to leave a comment below if you need further assistance about banking. I'll gladly help. Keep safe always.

    E
    erbrel
    November 16, 2020

    I have the same problem - on the transaction page it no longer displays both balances.  You can see them both on the home page.  This is NOT in the register itself, but in the view of all the accounts at the top.

     

    This is not a problem with my accounts that have not been updated to the new view. 

     

    This is not a browser issue.  This is a change with the new "updated" format. 

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