How do I view my account balances?

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On the Accounting page, you'll see a top navigation bar showing Accounts and Advanced.

Under Accounts, there's an additional menu with options to view Balances and Transactions.

Select Accounts and then select Balances to view details about each of your deposit accounts that are integrated into Autobooks, including account names, types, the last date that the system was able to sync up with this account, and the total balances for all accounts.

 

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