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Koizumi008
Level 3

Bank Account not showing in dashboard

Hi, 

 

I recently created a new bank account for our business, under chart of accounts, I classified it under

 

Type :  Cash and Cash Equivalent

Detail Type : Bank

 

However it does not show in my dashboard. 

 

Any advise how to check? 

 

attaching here photos of the concern

 

Screenshot Bank.pngScreenshot Bank 2.png

5 Comments 5
ShiellaGraceA
QuickBooks Team

Bank Account not showing in dashboard

Thanks for visiting us here, @Koizumi008.

 

I'll share some steps on how you can view the account in your Dashboard. You can reorder the accounts from the Banking page to see the newly created accounts. Let me guide you how.

 

  1. Go to Banking, then choose Banking.
  2. Select the Bank drop-down arrow. See the image below.
  3. Scroll down to tap Reorder accounts.

 

 

After that, go back to your Dashboard and review the accounts.

 

If you're still unable to see them, you'll want to try accessing your account using a different browser to check if it has something to do with the browser you're using or not. Below are the lists of supported browsers.

 

  • Google Chrome: version78 or newer
  • Mozilla Firefox: version 6 or newer
  • Microsoft Edge: version 75 or newer
  • Safari: version 12 or newer
  • Opera: version 68 or newer
  • Samsung: version 10 or newer

 

If it's working, you can go back to your regular browser and clear its cache. On the other hand, you can use the supported browsers and view your account from there.

 

In case you need help with other banking-related tasks, click this link to go to the page. It has our general banking topics with articles. Just pick a topic that suit your concern: QuickBooks Online International.

 

Please know that we're always here if you need help with bank accounts or with QuickBooks. Don't hesitate to reply. Take care and have a great day ahead.

Koizumi008
Level 3

Bank Account not showing in dashboard

This is what I see using Chrome.

 

img.png

 

no option to reorder accounts

 

Thank you

MJoy_D
Moderator

Bank Account not showing in dashboard

We appreciate you responding to us and giving us further information, @Koizumi008.

 

Also, thank you for following the steps provided by ShiellaGraceA above. You don't have the Reorder accounts option if you only have one account.

 

One of the reasons why it's not showing in your dashboard is it's inactive. Based on your first screenshot, I can see that it's active, so I suggest clearing your browser's cache. 

 

A regular browser's cache stores temporary internet files from your browsing history. However, as it collects too many files, this may cause performance issues in your account. You can clear your current browser’s cache to resolve this. 

 

Go to your account by using a private browser or an incognito window, then try to check if it's not showing. If it works fine, clear the cache in the one that you're currently using.

 

Here are the following keyboard shortcuts: 

 

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

 

If it works, here's how to clear cache and cookies to fix issues when using QuickBooks Online. Restart your browser right after. You can also proceed by using other browsers if the steps above don’t work.

 

After adding your bank and pulling up new transactions, you can now categorise and match online bank transactions in QuickBooks Online.

 

Keep in touch if you need still need help with your bank account in the dashboard. Click the Reply button and post a comment. I’ll get back to assist further. Have a wonderful day!

Koizumi008
Level 3

Bank Account not showing in dashboard

Thank you for your reply, @MJoy_D 

 

I've tried clearing my browser's Cache, however I still cannot see the bank account in my dashboard :( 

 

Dashboard 071122.pngi've attached a photo here to show im using chrome in incognito mode, and the Cash in Bank:BDO is still not showing :(

 

i've also cleared cache in my chrome, however it's still not appearing. 

 

Any chance i'm doing it differently? 

 

Thank you,

 

ChristieAnn
QuickBooks Team

Bank Account not showing in dashboard

Hi there, Koizumi008.

 

I appreciate you for performing the troubleshooting steps shared above to fix the issue. I can see also how a bank account appears on the Dashboard is important to see the updated transactions immediately. With this, I'll be sharing details on how information that appears on the Dashboard works. Then, ensure you'll be routed to the right person to assist you further so you can see your BDO account on the page you want.

 

When setting up your Dashboard in QuickBooks Online, you'll have to make sure that you organize some options or transactions in the program. That said, I recommend ensuring that the BDO you're referring to is connected to QuickBooks Online so it will appear on the Dashboard.

 

If the issue continues to occur, I suggest contacting our QuickBooks Support Team. They have the tools to pull up your account in a secure environment and provide information on the cause of a missing bank account in the Dashboard.

 

  1. Go to Help (?). Then, choose Contact Us, and give a short description of your concern.
  2. Click Continue.
  3. Select your preferred way to connect or how you want to contact them and fill in the information.

 

Lastly, I'm adding this article to further assist you in organizing your business using QBO: Help guide for QuickBooks Online. It contains topics about accounting, banking, and payments.

 

Let me know if there's anything else you need help with about your Dashboard. I'm always here to help you anytime, Koizumi008. Take care and keep safe!