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Level 1

Why can't I see bank account balances?

there are no balances on my bank accounts
1 Comment 1
ChristieAnn
QuickBooks Team

Why can't I see bank account balances?

Welcome back to the QuickBooks Community, nanetteoc. Let's perform troubleshooting steps so you can view balances on your bank accounts efficiently in QuickBooks Online.

 

Beforehand, may I ask which bank account you're using? This way, we are able to check if there's an ongoing issue on our end. I also appreciate any further details so I can provide an accurate solution.

 

If you're referring to bank account balances that show on the Banking page, I suggest clicking the Update button. It will help refresh the connection between your bank and QuickBooks.

 

Here's how:

 

  1. Go to Bookkeeping and select Transactions, then Bank transactions.
  2. Click to highlight the account you're updating.
  3. Click the Update button. 

 

This updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions.

 

If you mean the bank balances that appear in the Chart of accounts section, it could be the Bank Balance option is disabled. You have to customize the page and make sure to checkmark the said option. Please follow the steps below.

 

  1. Click the small gear icon at the right corner.
  2. Go to the Columns section.
  3. Checkmark the Bank Balance.

BANK.PNG

 

Lastly, refer to this article if you need steps on how to fix different banking errors that you might encounter: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Don't hesitate to post again if you have additional queries about updating your bank in QuickBooks Online. I'm always here to help, nanetteoc. Take care always!