vpcontroller
Level 11

Other questions

"The bank balance on the dashboard includes all future transactions so is not an accurate reflection of the balance now. Is it possible to change this?"

 

@nappybeth

REVISED (typo):

Sorry,  it's not possible to customize the Dashboard and show the QuickBooks cleared balance only or by the reporting period.

You will need to rely on the real Bank Balance on the dashboard, not QuickBooks balance.

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