Banking
I'm glad to team up with you on this task so you can proceed seamlessly with your reconciliation, Tom.
Thank you for following the instructions and providing the screenshot. It looks like you might be seeing the View option because you’re in the Audit Log instead of the Chart of Accounts. Let’s navigate to the correct location together.
Follow these steps:
- Click on the Gear icon.
- Select Chart of Accounts under the Your Company section.
- Locate account 4600 and click on View register.
Just a bit more information for you: The View register button is available for Balance Sheet accounts, such as banks, assets, liabilities, and equity accounts that run balances. In contrast, for Income and Expense accounts that affect the Profit and Loss, you’ll see the Run report option instead.
For expanded coverage on the topics above, check out these articles:
- Learn about the chart of accounts in QuickBooks Online
- What are account registers in QuickBooks Online?
Looking ahead, you'll find this guide on generating reconciliation reports helpful if you have trouble reconciling the following months: How do I view, print, or export a reconciliation report?
If you have any more questions or need further help, please feel free to use the comment section below. I'm here to make sure your reconciliation journey is not just smooth but also efficient. I'm looking forward to making this process seamless for you!
