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accounting476
November 18, 2022
Question

Bank acct order does not save for consecutive days

  • November 18, 2022
  • 1 reply
  • 0 views

Carneil_C

Thank you for the info on bank acct order not saving. We are using Edge and i cleared cache and saved bank acct order. it was okay for day one but when i logged in this morn QB reverted back to alphabetical order.

Why does system not save for consecutive days.lt seems mind blowing QB would concentrate on this when alot of other items more important than saving bank order for day 1 then reverting back to alphabetical order.

 

You would think system would ask if you would like custom order or QB new standard before switching each day. Should not have to go to private view to get QB to work as requested.  For non accountants this may be good but others may not want this or may not have requested.

Thanks Jim

1 reply

MariaSoledadG
MariaSoledadG
November 18, 2022

I know the importance of having this feature. I have a way of how this will be taken care of, accounting476

 

You'll want to let our product team know how this will help your business. You'll want to go to our Customer Feedback page to submit a request from there. You'll just have to click the Give feedback option and enter what's on your mind. I've added a screenshot for your visual guide:

 

 

While QuickBooks doesn't have this feature, you can utilize using the bank account in alphabetical order. In addition, you may want to take a look at some of the very data, QuickBooks offers a variety of reports that could cater to your business needs and information. You'll only have to customize them so you'll get the data you need most. I've got this article for you to read: Customize Reports In QuickBooks Online.

 

Feel free to let me know if you have additional concerns about your banking display. I'll always be right here to help.

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