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GC11
November 18, 2022
Question

View checking account balances

  • November 18, 2022
  • 5 replies
  • 168 views

 We just installed the 2023 QB update and now we cannot view our checking account balances that used to show up. Have tried several different options but still cannot see them quickly like I used to.  Any suggestions?

 

I have attached a screen shot showing where the information was always seen. 

5 replies

JamaicaAQuickBooks Team
QuickBooks Team
November 18, 2022

I appreciate you for sharing a screenshot of how the Account Balances window in your QuickBooks looks like, @GC11. This helps me get on the same page, so I can provide an appropriate resolution.

 

I can see that viewing the checking account balances helps us know how our daily balances are going. I’ll share two ways on how you can show them on your home page.

 

I’ve replicated your concern and it seems that you’re using the Left icon bar view. If so, you can select the View balances on the left pane. This will open a window that will show all of your accounts. You can expand it by dragging down the three horizontal dots (...) and customize according to which account you’d like to add.

 

For your visual reference, I'm adding a sample screenshot:

 

 

Moreover, you’ll want to go to the View menu and select Top icon bar. This will show the account balances window above the Do more with QuickBooks. From there, you can also adjust it to show the remaining accounts by clicking the arrow up icon into arrow down.

 

See this snippet for a clear visual:

 

 

You might also encounter display issues in QuickBooks Desktop. This article will help you fix it: Fix screen issues in QuickBooks Desktop.

 

If I can be of help while viewing account balances or working in QuickBooks, feel free to let me know by adding a comment below. Have a great weekend ahead!

bsmitty999
April 30, 2023

Hello, I have been having the same issue I think with desktop 2022. I am trying to get more account balances to show when I have the top icon bar selected.  When I go to the left icon bar, I have all of them showing but when I go back to the top icon bar, it only will show 3 accounts in the right side of the window.  Is there another step to get them to show up when using the top icon bar? I have went through all the steps you mentioned above but nothing seems to help.

 

Thank You!

Anonymous
April 30, 2023

Welcome to the Community, @bsmitty999

 

I appreciate you for laying out the steps that you have done so far to rectify your view preferences for account balances. Thus, I’ll share you with further steps that we can reproduce to fix this.

 

Firstly, you'll want to ensure your QuickBooks Desktop is up to date to have the latest features and fixes. Once done, let's run the Quick Fix my File from the QuickBooks Tool Hub to resolve issues on your company file. Here's how:

 

  1. Download and install the latest QuickBooks Tool Hub.
  2. Once installed, open to the tool hub and go to your Company File Issues.
  3. Click Quick Fix my File.
  4. Select OK when it completes and launch your QuickBooks.

 

 Then, performs the steps below to repair your QuickBooks.

  1. In the QuickBooks Tools Hub, select Company File Issues.
  2. Click Quick Fix my Program.
  3. Once completed, click OK and launch your QuickBooks.

 

Lastly, run the QuickBooks File Doctor by referring to Step 3: Run QuickBooks File Doctor in this article: Fix company file and network issues with QuickBooks File Doctor.

 

If the issue persists, I recommend contacting our Technical Support Team. Doing so will enable you to share your screen while maintaining your privacy to let them check the current behavior of the application on your end. 

 

You can refer to this link and click the Contact Us button. This will route you to fill out some information about the product you are using and enter a brief description of your concern. Then, please choose a way to connect with us: Contact QuickBooks Desktop support.

 

Let me know if you have acquired further help with your company file. The Community always has your back. Have a good one!

JohnnyEmma
New Member
September 22, 2026

How do I create chart of accounts 

Erika_KQuickBooks Team
QuickBooks Team
September 22, 2026

The Chart of Accounts is list that exists in every QuickBooks Desktop company by default. Instead of creating the list itself, you add individual accounts to it, which collectively make up your complete Chart of Accounts. Follow the steps below to proceed:


For Windows:
 

  1. Go to the Lists menu, then select Chart of Accounts.
  2. From the Account dropdown list, click New.
  3. Select an account type, then choose Continue.
  4. Complete the account details.
  5. Hit Save & Close.


For Mac:
 

  1. Navigate to the Lists menu, then select Chart of Accounts.
  2. Choose Create +.
  3. From the Type dropdown list, select the account type.
  4. Complete the account details.
  5. Click OK.
     

We’ll be right here if you have additional questions about this.

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