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k4346354
December 4, 2023
Question

Bank transactions "Reorder accounts" view does not save

  • December 4, 2023
  • 1 reply
  • 0 views
When I reorder my accounts in a specific way, it does not save when I come back to the Bank transaction view. 

I've tried using the "Reorder accounts" in the bank transaction tab and in my "Dashboards" tab. Both have "Reorder accounts" but do not save them.

    1 reply

    AlcaeusF
    AlcaeusF
    December 4, 2023

    Hi, k4346354.

     

    I'm here to help fix the issue you're having with reordering your accounts' view in QuickBooks Online (QBO).

     

    At times, the browser may be filled with frequently accessed page resources (cache and cookies), leading to this unusual response. To troubleshoot this, let's sign in to your QBO using a private browser (incognito) to isolate the issue.

     

    Here's how:

     

    • Press Ctrl + Shift + N (Google Chrome).
    • Ctrl + Shift + P (Firefox).
    • Control + Option + P (Safari).
    •  Ctrl + Shift + P (Microsoft Edge)

     

    Once logged in, try to double-check the accounts that you've reordered. If everything looks good, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

     

    For more tips and other resources, you can also visit our website for future reference: Self-help articles.

     

    Please let me know if you have follow-up questions about reordering accounts view or anything else, k4346354. I'll be here to help. Take care always.

    K
    k4346354Author
    December 4, 2023

    I have tested this already and just did it again on all browsers. Still same issue. I've cleared all cache and cookies. And did the Incognito mode. After I log out and log back in, the reorder accounts did not save in the order I left them in.

      E
      Erika_K
      December 4, 2023

      I understand the convenience of organizing our accounts in QuickBooks Online (QBO), @bkramey. 

       

      Since you've performed the basic steps to identify the cause of this problem, yet you're still experiencing issues, I recommend contacting our support team. They have enough resources to accurately identify and address the root cause of this issue while ensuring that your information remains secure. 

       

      Here's how: 

       

      1. Go to the Help icon. 
      2. Choose the Search tab, and select Contact Us.  
      3. Enter a brief description of the issue you encountered. 
      4. Click Continue. 
      5. Choose a way to connect with us:
      • Start a chat with a support expert.
      • Get a callback from the next available expert.

       

      For more information, check out this article: QuickBooks Online Support.  
       

      In addition, I've added this guide about organizing your bank transactions in QBO: Categorize online bank transactions in QuickBooks Online. 

       

      Feel free to post here or leave a reply if you have any additional concerns. Stay safe!  

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