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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
MaryLandT
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Hi there, VISION123.

 

I want to make sure you're able to do your Banking tasks. Please note that the Classic mode is available in QuickBooks Desktop. 

 

In QuickBooks Online, you can view your account in Business view and Accountant view mode. If your account is on a Business view, you can Bookkeeping from the left menu. Choose Transactions, go to the Bank transactions tab to see the latest downloaded entries. 

 

If you need to create new transactions, select All Sales tab, then New transactions. Please see the attached screenshot below as your visual guide.

 

You can also browse this article to learn more about this: Switch between Business and Accountant view in QuickBooks Online.

 

If you're using the Accountant view, simply select Banking from the left menu. You can also browse these articles to help manage your Banking page.

 

 

Stay in touch with me if you need more help by commenting below. I'm always right here to guide you.

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