cancel
Showing results for 
Search instead for 
Did you mean: 
karl-uebelhoer
Level 1

My IN QUICKBOOKS tab disappeared from my Banking. How do I get it back?

 
10 Comments 10
Rose-A
Moderator

My IN QUICKBOOKS tab disappeared from my Banking. How do I get it back?

Glad to see you here in the Community, karl-uebelhoer.

Allow me to share some information about tabs and options on the banking page in QuickBooks Online.

 

The In QuickBooks tab option on the banking page in QuickBooks Online has been changed to Reviewed tab. This is part of our product updates.

 

QuickBooks Online is constantly evolving to make it more user-friendly for our customers. The updates we roll out are always based on the ideas that our customers share. I'd encourage you to share your thoughts and suggestions about the product to our developers. This lets us know what enhancements you'd like to see in the program.

​​​

We share recent happenings and future developments on our blog. Through this, you're able to get the latest news about QuickBooks Online and what our Product Care Team is working on.

 

If you need to discuss sensitive information, you can call our dedicated team who will be happy to assist you. To reach us, please follow these steps:

 

  1. Click (?) Help at the upper right corner.
  2. At the bottom, click on Contact us.
  3. Type in your concern then hit Continue.

You may fiund this article helpful: https://community.intuit.com/articles/1773491-add-and-match-downloaded-banking-transactions.

 

If there's anything else you need, please let me know. Have a good one.

karifos
Level 1

My IN QUICKBOOKS tab disappeared from my Banking. How do I get it back?

Can I change the bank card in the Banking Tab to include the register balance? It used to be there and some of my clients still show the register balance.

Catherine_B
QuickBooks Team

My IN QUICKBOOKS tab disappeared from my Banking. How do I get it back?

Hello there, karifos.

 

The updated Banking page is rolled out for recent and new QuickBooks Online users. Some old users still have the In QuickBooks and Bank balance option. You'll want to view these options in your Chart of Accounts. 

 

Let me show you how:

 

  1. Go to the Accounting menu and select Chart of Accounts.
  2. If you don't have these columns yet, click the small gear icon above the ACTION column.
  3. Check the QuickBooks Balance and Bank Balance.

Feel free to use these references for more details on how to manage your accounts:

 

Keep me posted if you have other questions. Take care!

DRM
Level 2

My IN QUICKBOOKS tab disappeared from my Banking. How do I get it back?

I want to add my voice to BRING THIS BACK! It was very handy to show both balances in the Banking tab.

 

We want the OLD view back! This is not an upgrade.

 

Screen Shot 2020-12-31 at 11.23.25 AM.png

Pabz_L
QuickBooks Team

My IN QUICKBOOKS tab disappeared from my Banking. How do I get it back?

I appreciate you for bringing this concern here in the Community, @DRM.

 

 Once your bank account is connected, the system automatically creates an opening balance. The amount is based on the real-life bank account. The customization features at this time include adjusting and picking date ranges for the information you'd like to see. 

 

As a workaround, you can go to the Banking menu and Chart of Accounts to track and compare both balances. 

 

I've included an article that will help you manage your downloaded bank transactions in QuickBooks Online:

 

 

You can always find me here if you have any other concerns or further questions about online banking. Stay safe.

ParetoLearning
Level 1

My IN QUICKBOOKS tab disappeared from my Banking. How do I get it back?

This did not address the question at all - Where did the view go to quickly compare if the banking and the "in Quickbooks" amounts. When doing the bookkeeping it is imperative to have these in front in case they don't match as it is the only way to catch when something has been mislabled. I do not want to go to two screens to find the other balance and constantly have to refresh. This is a big step backward - and I do not see how it is helpful at all. 

Charies_M
Moderator

My IN QUICKBOOKS tab disappeared from my Banking. How do I get it back?

Hi there, ParetoLearning.

 

The old format for the Banking page was updated to a new format (Refer to DRM's screenshot). Since the update has been synced to your QuickBooks Online (QBO) profile, there isn't a way to change it back to the old one.

 

I understand the convenience it brought you having the said feature. alternatively, you can follow Pabz_L's recommendation which is to go to your bank register to compare the balances.

 

Please check this article to find out the recommended fix in case you need to fix issues with the balances: How to Fix Differences Between QuickBooks Balance and Bank Balance.

 

If you’re still having problems with mismatched problems, you may also read these articles for further help:

Visit us again if you need more help while working with Banking. It will be my pleasure to help. Stay safe and have a nice day.

CharlieCCC
Level 1

My IN QUICKBOOKS tab disappeared from my Banking. How do I get it back?

Throwing in my voice here. Having the 'in quickbooks' quick referance on the banking tab was awesome.

 

Why would QB remove this?! Bring it back !

MichelleBh
Moderator

My IN QUICKBOOKS tab disappeared from my Banking. How do I get it back?

Thanks for joining on this thread,@CharlieCCC.

 

I'm here to share some information and clarify about In QuickBooks button in QuickBooks Online (QBO). 

 

If you're referring to the screenshot below, you'll need to make sure that you're using Business view when accessing your QBO account. This way, you'll able to see the In QuickBooks balance again. 

 

in quickbooks1.PNG

 

Here's how to switch the view: 

 

  1. Go to the Gear icon in the top right. 
  2. Click Switch to Business view.

     

 

        3. Review your Banking tab. 

 

 

Business View has different terminology and slightly different presentation from the original look that accounting pros are used to seeing, which is now called Accountant View. For more details, check out this article: QuickBooks Online: Evolution and innovation Updates.

 

If you're referring to the In QuickBooks tab on the Banking page, then QuickBooks updated it. This way, it makes it more convenient for our customers.

 

 

I'd also encourage you to visit these articles below about handling your bank transactions, reconcile accounts, and other topics. 

 

 

Feel free to let me know in the comment section if you have follow-up questions about your banking view. I'm willing to assist you further. Keep safe. 

ChrisMDC
Level 2

My IN QUICKBOOKS tab disappeared from my Banking. How do I get it back?

QuickBooks desperately needs to understand that constantly evolving and more user-friendly are conflicting terms.  Different, every time I log in is NOT user friendly, nor is randomly disappearing or randomly relocated features.  It may not be random to you development wonks, but it is frequently random to your users.  A consistent user experience is user friendly.  DON'T suggest I contact your development team.  That is NOT MY JOB!

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us