Trouble with Transactions/banking window

katiedidit · ‎August 14, 2020

I have two companies that I recently switched over to using Quickbooks Online. One company works fine and I can see my local bank balance and credit card balance that I linked to. AND, I can see my Quickbooks Register Balance (the one I use daily to write checks, etc.).

When I go to the Transactions/Banking window in my other company, the ONLY accounts that I can see are my local bank and credit card that I linked to. I can NOT see my Quickbooks register balance.

When I want to use my register, enter a bill, etc., instead of just clicking the account on the Transactions/Banking window, I have to go back to the Dashboard, scroll down, find my Quickbooks Register balance, click on it to be brought to my register.

This might seem like a little thing but it bothers the heck out of me. Any help is much appreciated.

Rejeil_O · ‎August 14, 2020

Hello there, @katiedidit.

Let me walk you through on how to view your QuickBooks Register Balance in your QBO account. You can sort the transaction by date in the bank register to view the balance. Please follow these steps on how:

Go to the Banking tab.
Select the bank account tile you want to view the register balance.
From the right side, click Go to bank register to expand the view.
Tick the Date drop-down arrow from the top of the statement.

Once done, you can view the opening balance of the bank account. You can also enter a transaction by clicking the Add check drop-down.

You might want to use this article in case you need help matching and categorizing your bank transactions: Categorize and match online bank transactions in QuickBooks Online.

If you have follow-up questions, feel free to leave a message in the comment section. I'll be happier to help. Keep safe, and have a great day!

katiedidit · ‎August 14, 2020

I had a hard time replying. Not sure if I replied under a guest account or not.

My issue is that my Quickbooks Register balance does NOT show up on the Banking window. I can see my local bank register balance (not what I use in QB - just from the bank), my charge card, but NO QB Register.

Thanks.

Joseph_A · ‎August 14, 2020

Hello there, @katiedidit.

In order to view your QuickBooks Register Balance in your QuickBooks Online account, I recommend following the steps provided by @Rejeil_O. If you still get the same result after trying the suggested resolution, I recommend contacting our QuickBooks Online support team. This way, they can further check on your account and identify what causes this issue. They can also provide a workaround to solve it.

Contact support:

Log in to your QuickBooks Online account.
Click the Help icon, then select Contact Us.
Enter a brief description of your issue.
Select from the options provided on how would you like to contact our support team.

Make sure to check our support hours to know the support availability and contact us at your most convenient time.

I'll be around to assist you if you need further help. Have a great day!

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Trouble with Transactions/banking window