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Adrian_A
Moderator

The bank balance on the dashboard includes all future transactions so is not an accurate reflection of the balance now. Is it possible to change this?

Hi Lorry Marie,

 

As of now, we're unable to display the users on the Dashboard page. With that, I'd suggest sharing a feature suggestion. 

 

You can do so by clicking the Gear icon and then Feedback. Enter your comments or product suggestions. Then select Next to submit the suggestion.

 

You can track feature requests through the QuickBooks Online Feature Requests website.

 

You can also check this link as your reference in managing users: Add and manage users.

 

I'll be around if you have other concerns with managing users.

Lorry Marie
Level 3

The bank balance on the dashboard includes all future transactions so is not an accurate reflection of the balance now. Is it possible to change this?

Hey, Adrian --

 

I think you're replying in the wrong thread or to the wrong person?  I didn't post a question or comment about users on the Dashboard page.

LeizylM
QuickBooks Team

The bank balance on the dashboard includes all future transactions so is not an accurate reflection of the balance now. Is it possible to change this?

Hi there, Lorry Marie.

 

Before we can accomplish your goal for today, may I know what  I thank your for any further details so I can present an accurate solution.

 

Moreover, you can help manage data from your QBO account. Feel free to check these resources for additional insights:

 


Keep me updated in the comments below. Hope to hear from you as soon as possible. Take care and stay safe

Lorry Marie
Level 3

The bank balance on the dashboard includes all future transactions so is not an accurate reflection of the balance now. Is it possible to change this?

wow.   What I see above in the "What do you want to talk about?" is "Re: The bank balance on the dashboard includes all future transactions so is not an accurate reflection of the balance now. Is it possible to change this?"

 

Don't the Intuit Support team members see the same thing that I do?

Rose-A
Moderator

The bank balance on the dashboard includes all future transactions so is not an accurate reflection of the balance now. Is it possible to change this?

I appreciate you getting back to us, Lorry Marie.

 

As previously mentioned by my peers, there's no way to customize the dashboard to show only the QuickBooks cleared balance. We'll have to rely on the dashboard's actual Bank Balance rather than QuickBooks balance.

 

Additionally, QuickBooks Online is determined by what your bank shared and what you recorded. If you encountered errors while reconciling the QuickBooks balance, this is the ideal resource for the future: Fix issues for accounts you've reconciled in QuickBooks Online previously.

 

We can read the following article for more information and articles about banking: Bank Feeds. This will provide us with links for resolving banking errors as well as other steps for entering and deleting transactions in QuickBooks Online.

 

If you require further assistance with QuickBooks banking, please leave a comment below. I'm always willing to assist. Have a good one, Lorry Marie.

mistymossy
Level 4

The bank balance on the dashboard includes all future transactions so is not an accurate reflection of the balance now. Is it possible to change this?

Wow is right. I use quickbooks desktop and postdate checks. The balance should show the balance as of today. So, it looks like there isn't money when I go to process payroll. Anyhow, I share your frustration that not one reply answered your question.

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