How can I get the balance in dashboard screen to align with bank balance in transactions? The app is connected to bank account

Let me assist you in restoring your bank connection to ensure your transactions sync smoothly, Andrew.

It's normal for your QuickBooks Balance and Bank Balance to differ slightly, as the QuickBooks balance includes all recorded transactions while the bank balance only shows what has cleared. However, since your account hasn't updated in two months, this is likely a synchronization issue or cached data in your QuickBooks Sole Trader app.

To resolve this, I recommend disconnecting and then reconnecting your bank account to refresh the bank feed.

Before proceeding, please check that your QuickBooks Sole Trader app is running the latest version. Outdated software can sometimes cause technical issues.

Please note that it is advisable to check your bank's website for any notifications or alerts about ongoing maintenance that might prevent you from updating your account balance in QuickBooks Sole Trader.

Please feel free to reply with any questions or updates on your QuickBooks connection status below.