Thanks for checking in with us, doodadhunter.
If you're using QuickBooks Self-Employed, you won't be able to check your own money balance. I'd recommend logging into your bank's website and checking your balance from there.
However, if you're using QuickBooks Online, here's how we can check your balance from the QuickBooks Checking account:
- .Go to Banking services, then select QuickBooks Checking (Take me there).
- In the Recent activity section, select View all.
- Select All, Money in, or Money out to filter the list. To get more details, select individual transactions.
I'll be leaving you this article: Use your QuickBooks Checking account. This will provide us with instructions for transferring and categorizing your transactions in QuickBooks.
Please get back to me if you have any other QuickBooks Checking concerns, I'd be glad to provide additional assistance.