AlcaeusF
Moderator

Banking

Hi there, davids2.

 

Right now, you can only show the QuickBooks balance and the transactions when running a report for the account. If you need to show the actual bank balance from your Chart of Accounts, please know that this is not yet available.

 

You can try running the QuickReport available through these steps:

 

  1. Click the Gear icon in the upper-right corner, and select Chart of Accounts below Your Company
  2. Choose an account.
  3. Click the drop-down arrow below the Action column.
  4. Select Run report (see screenshot below).

 

 

Please don't hesitate to reach out to me here should you need any additional assistance running the report. The Community seeks to serve you.

View solution in original post