How do I view my account balances?

This feature is available only for those that subscribe monthly to our Accounting and Reporting services. 

If you are NOT a monthly subscriber and would like more information, please view: How to upgrade to add Accounting and Reporting features to my Autobooks account.


Click the Accounting tab in the left-side navigation. Select Accounts and then select Balances to view details about each of your deposit accounts that are integrated into Autobooks.

This view includes account names, account types, the number of uncategorized transactions, the last date that the system was able to sync up with this account, and the total balances for the account.