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Donna Bownds
Level 2

Should qb account balance & bank account balance be the same?

2 checking & 2 savings accounts totals match bank balances, but the bank total on Dashboard is off $231
1 Comment 1
Angelyn_T
QuickBooks Team

Should qb account balance & bank account balance be the same?

Hi there, @Donna Bownds.

 

Thank you for posting here in the Community. I'm here to help check your QuickBooks balance and bank balance.

 

If the bank register balance in QuickBooks Online (QBO) doesn't match your actual bank balance, you may need to verify why they don't match, and adjust or fix them accordingly.

 

There are several factors affecting the balances, these are the following:

 

  • Outstanding transactions
  • New transactions for a connected account
  • Duplicate transactions
  • Edited or deleted transactions
  • Card (liability) account

For the recommended fix or action and for the detailed instructions, you may check this article: How to fix differences between QuickBooks balance and bank balance.

 

If you need further assistance, you may get in touch with our QuickBooks Support Team. To contact support:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Online.
  3. On the Contact Us page, click a topic.
  4. Click on the Get Phone Number button to see the support number.

Feel free to add a comment below if you have any other banking concerns, I'd be glad to keep helping. Have a great day ahead!

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