This isn't the impression that I'd like you to have, MWheel.
Let me share some information about how online banking works in QuickBooks Online.
Please know that the Dashboard will still show your actual and QuickBooks balance once you connect your account. The QuickBooks balance is the total balance of all bank transactions that you’ve added or matched to QuickBooks. On the other hand, the bank balance shows your bank's actual balance from the last bank feed update. Take a look at my screenshot below:
Aside from the Dashboard, you can also go to the Banking menu and Chart of Accounts to track and compare both balances. If you're unable to view them, you can try performing the basic troubleshooting steps provided by my colleague, MadelynC. This process will help you rule in/out the browser as the culprit of the issue.
However, if the same thing happens, I'd recommend getting in touch with our technical supports so when can pull up your account in a safe session. Once you're in, our experts will investigate why your bank and QuickBooks balance aren't showing, and then run a series to test to rectify it. Here's how to connect with us:
- Go to the Help icon.
- Select Talk to a human.
- Enter "Talk to a human" again in the search bar.
- Choose I still need a human, then click Contact us.
- Select Get a callback or Send a message to start a conversation.
I've also included an article that will help you manage your downloaded bank transactions in QuickBooks Online:
You can always find me here if you have any other concerns or further questions about online banking. Stay safe.
