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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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JasroV
QuickBooks Team

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I'd be delighted to share some insights on how to get isolate this issue and get the balance of your Retainage Receivable account, @kmorris1117.

 

You'll want to ensure you filter the date range of the report accurately to show the balance of your account. Otherwise, you can access your QuickBooks Online (QBO) account in a private or incognito window. 

 

This way, we can verify if this is a browser cache issue. Too much data stored cache from the browser can affect the views and performance of your account. 

 

Using a private window help us isolate the issue as this doesn't save any data files. To open an incognito mode, you can refer to these keyboard shortcuts 

 

  • Ctrl + Shift + N (Google Chrome browser)
  • Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browsers)
  • Command + Shift + N (Safari browser)

 

If you’re able to view the balance of your account when running a report, I’d suggest clearing your regular browser's cache. If the issue remains, I recommend using other supported browsers. This way, we can check if this is a browser-specific issue.

 

I've also collected these resources that you can read for reference in managing your reports and accounts:

 

 

I'll be around whenever you have other follow-up questions about your reports and accounts. Just add them in your reply and I'll take care of them for you. Stay safe!

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