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blmbible
Level 1

Can you see the running balance of a checking account in the QuickBooks app?

 
1 Comment 1
NerbynMaeI
QuickBooks Team

Can you see the running balance of a checking account in the QuickBooks app?

Yes, you can see the running balance of a checking account in the QuickBooks Online app, blmbible. I'd be glad to help you navigate and achieve this.

 

To facilitate a comprehensive comparison of feature availability, use the chart to easily compare the features available on the QuickBooks Online mobile app (for iOS and Android devices) versus the desktop/browser version. This visual tool allows you to quickly identify which features are supported on each feature, helping you understand the capabilities and limitations of each version. To view a balance sheet report in the QuickBooks Online mobile app, you can follow these steps:

 

iPhone/ Android

  1. From the Menu ☰, select Balance Sheet.
  2. Scroll to see your assets and liabilities.

iPad

  1. From the Menu ☰, select Reports.
  2. Profit & Loss opens by default. To switch to Balance Sheet, select the title of the report, then select Balance Sheet.

However, if you are using the QuickBooks Online desktop app, the process for viewing a balance sheet report is similar to using the web interface. Here's how:

 

  1. Access your QuickBooks Online account through a web browser.
  2. Go to the Reports tab.
  3. Select Balance Sheet.
  4. Customize the Report to change the date range and filters if needed.
  5. Click Run Report to view the updated balance sheet.

Both methods allow you to access and analyze your company's financial using the balance sheet report.


Navigating your financial records can sometimes be challenging. However, our QuickBooks Live Expert Assisted team is here to support you. They'll highlight vital dashboards and statements to give you a clearer view of your business's financial status.

Additionally, you can gain further insights by referencing article that provide a comparison table of the types of reports that can be run in the QuickBooks Online app, such as balance sheets and profit & loss reports, which are available on both iOS and Android platforms: Compare mobile app features

Lastly, here's an article that can guide you through on personalizing your reports in QuickBooks Online: Customize reports in QuickBooks Online.

The QuickBooks Community team is always ready to assist you, ensuring that you can efficiently manage your financials, including viewing your checking balance in the QuickBooks Online app. Feel free to reply below for quick help as we work together towards greater efficiency in your business.

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