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cocoasrider
Level 1

How do I find where the money listed "In QuickBooks" went?

 
7 Comments 7
CharleneMaeF
QuickBooks Team

How do I find where the money listed "In QuickBooks" went?

I'm here to help you locate the money in the In QuickBooks section, coco. 

 

Beforehand, can you share a screenshot of the page? It'll help me determine the exact cause of the issue.

 

The money posted in the In QuickBooks part is an ending balance of your account manually added to the program. We can go to the Register to view the amount temporarily. For visual reference, I've added a screenshot below.

1.PNG

 

Normally, the information you need should be displayed on the Dashboards menu. Since they're missing, I recommend accessing your QuickBooks Online (QBO) account via an incognito window. It doesn't store any browser history and cache data, which is the best place to determine if this is a cache-related issue.

 

Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

 

Once logged in, go to Dashboards, and on the Get things done tab, view the details under Bank Accounts. You can also click Business Overview to access the info. Check out the snippet below for guidance.

2.PNG

 

If the money shows,  clear the browser's cache. Doing so improves system performance, fixes program problems, and frees storage space. Using other supported browsers also helps us verify if this is a browser-specific problem. 

 

Additionally, I've added this article to help you manage and customize the job centers like invoicing, banking, employee management, and more in QBO to ensure it meets your workflows and habits: Understand the navigation menu in QuickBooks Online.

 

Would you like some assistance in managing other QuickBooks menus? Or do you need to work on banking, vendor transactions, reports, and sales entries? Let me know, and I'll guide you through the process.

cocoasrider
Level 1

How do I find where the money listed "In QuickBooks" went?

Yes I can share a screen shot. Thanks for helping. I’ve been trying to track frown fraudulent transfers from multiple banks for over 3 years. And now I’ve found this account, I just don’t know much about it. Except the fact that it was my money..I’ll sign in and then post pic. Is it safe to post pic here? That seems a little risky.. 

cocoasrider
Level 1

How do I find where the money listed "In QuickBooks" went?

I’m not sure if the ois has uploaded or not. Can’t see it..

cocoasrider
Level 1

How do I find where the money listed "In QuickBooks" went?

And I’ll take all the help I can get. I’m a contractor not an accountant. I’m just trying to clean up a mess that an un authorized person  created.. and hopefully it’s not too late to retrieve what was taken.. 

thanks again 

KayePe
QuickBooks Team

How do I find where the money listed "In QuickBooks" went?

Thanks for coming back in the thread. We appreciate you for adding some information to your concern. Let me help you further about locating your money in the QuickBooks Oline (QBO).

 

Yes, you can send a screenshot here in the Community space. Note to make sure to hide all essential information to keep it safe. I'll give you the steps to download the picture successfully.

 

  1. Once you click the Reply button, you'll reroute to the Reply to the Message page.
  2. From there, select the camera icon or the Insert/edit image.
  3. If you already picked the screenshot, hit Post.

 

On the other hand, to investigate your account thoroughly and see if you're experiencing potential fraud, you can contact our support team to help you. Be aware that we take all possible precautions in protecting your data, and we will maintain the security and privacy of your information. We are here to ensure our security measures are safe for you.

 

Here's how to contact them:

 

  1. In your QuickBooks, click Help (?).
  2. Select either of these tabs:
  • Assistant tab and select Talk to a human.
  • Search tab and click on Contact Us to connect with a support expert.

 

Moreover, scan our privacy and security in QuickBooks. Our company's approach to safeguarding sensitive information is explained there, along with security-related tips in the attached links.

 

Let us know if you need further help locating your money or any fraud issues. We're here to assist. Take care!

cocoasrider
Level 1

How do I find where the money listed "In QuickBooks" went?

Hello Charlene, 

  Thank you for checking in. Well after some reconciling, the number I was referring to has almost tripled.. I’m not really sure what to do or what that means.. the bank balance is much much lower than quickbooks balance..

Also, I’m curious why when I have several fraud cases open with quickbooks also with separate case numbers, why none of them show in resolution section. It states I have no open cases…??

Ivan_G
QuickBooks Team

How do I find where the money listed "In QuickBooks" went?

Thanks for coming back to this thread, cocoasrider. I'm here to help and share information regarding your concerns in QuickBooks Online (QBO).

 

The Bank Balance under your account in your Chart of accounts is the actual balance from the last bank feed update. Meanwhile, the QuickBooks Balance is the total sum of all your bank transactions, regardless of whether they have been added or matched from your bank feeds in QBO.

 

Additionally, there are several factors why the balances for both Bank Balance and QuickBooks Balance do not match with each other, including:

 

  • Outstanding transactions.
  • New transactions for a connected account.
  • Duplicate transactions.
  • Missing transactions
  • Edited or deleted transactions.
  • Credit card (liability) account.

 

Depending on the situations mentioned above, you might consider resolving the differences to balance them out. To guide you with this, kindly check this article: Fix the difference between QuickBooks Balance and Bank Balance.

 

On the other hand, I recommend contacting our Support Team to help you regarding your fraud cases with separate case numbers. They're well-equipped to assist you further and provide essential information about your cases.

 

To reach them, we can follow the steps below.

 

  1. Log in to your QBO account.
  2. Click Help (?).
  3. Select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a call back from the next available expert.

 

Also, please be guided by our Support Team's availability by reviewing this link: QuickBooks Online supporting hours.

 

In addition, here's an article as a reference for a seamless reconciliation process in QuickBooks: Reconcile an account in QuickBooks Online.

 

Whenever you have additional QuickBooks-related concerns, please don't hesitate to reach out here in the Community. We're always happy to help.

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