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Register Mode: View account balances at my financial institution

Since you often enter transactions into QuickBooks before your financial institution processes them, accounts in QuickBooks usually show a different balance than at your financial institution.

To see an account's balance at the financial institution, download the latest cleared transactions for it. The online balance shows in the Online Banking Center.

Remember: You should also match the transactions in the statement with the ones in QuickBooks, so you can understand what transactions have not been processed yet and what the account's balance is likely to be over the next few days.

To do this task

  1. Open the Online Banking Center. Open the Online Banking Center

  2. Download transactions for the account as you usually would.

  3. View the balance for each online account in the Items Received list in the Online Banking Center.

See Also

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