Thank you for sharing your concern here in the Community, jbarr.
We understand how crucial it is to obtain accurate data. Let me share some insights to assist you. To address this issue, you can attempt signing in to your QuickBooks Online (QBO) account using a private browser or "incognito" mode. This can enhance the performance of your computer or device by preventing any disruptions caused by extensions, plugins, or cookies. Below are the shortcut keys for these browsers:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Microsoft Edge: press Ctrl + Shift + N
- Safari: press Command + Shift + N
You can also clear your cache and refresh website preferences, which may cause issues with QBO.
If you're all good with this, feel free to review these modules to get an overview and compare your actual income and expenses with your budget. Also, learn how to track your cash flow in QuickBooks Online:
I’ll be around the corner if you need an extra pair of hands in any QuickBooks-related matters, jbarr. Stay safe!
