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Best answer January 27, 2021
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Hey there, @sheilaweigel17-g.
Thanks for sharing your concern with us. I'll provide you answer to your query.
There was an update with QuickBooks Online (QBO). One of them is to change the Banking to Transactions menu. This is why it shows a different interface on your main screen. This will also show the Banking, Rules, Receipts, and Tags under this section.
However, if you're unable to access this window, it could be that your user access has changed. I'd recommend checking this out with your account administrator.
For more details, you can check this article: User roles and access rights in QBO.
You can also visit our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.
The Community always has your back, so please let me know if you have any other questions. I'll be more than happy to help. Keep safe.
Hey there, @sheilaweigel17-g.
Thanks for sharing your concern with us. I'll provide you answer to your query.
There was an update with QuickBooks Online (QBO). One of them is to change the Banking to Transactions menu. This is why it shows a different interface on your main screen. This will also show the Banking, Rules, Receipts, and Tags under this section.
However, if you're unable to access this window, it could be that your user access has changed. I'd recommend checking this out with your account administrator.
For more details, you can check this article: User roles and access rights in QBO.
You can also visit our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.
The Community always has your back, so please let me know if you have any other questions. I'll be more than happy to help. Keep safe.
