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newbytoo
July 10, 2022
Question

Banking page has my old unused Credit Cards first. Can I reorder the accounts to keep me organized?

  • July 10, 2022
  • 3 replies
  • 0 views

I keep all of my credit cards linked for automatic downloads even though I don't use them.  That way if an unexpected charge comes in I can see it and pay it oe dispute it.  But all of these are first ( on the left side of the page)on my banking page and I want them last (to the right). How can I reorder the banking account tabs?

3 replies

MichelleBh
MichelleBh
July 10, 2022

Yes, you can reorder bank accounts in QuickBooks, @newbytoo.

 

I can help reorder your bank accounts in QuickBooks Online. This way, you can personalize your credit card accounts and transactions. 

 

Yes, you can reorder the bank accounts if you're referring to the screenshot below. Let me guide you how:

 

  1. Go to the Banking tab and click the small drop-down arrow. 
  2. Select the Reorder accounts hyperlink. 
  3. Hit the Pencil icon and drag the bank list. 
  4. Choose Save.  

 

Additionally, check out these articles below on how personalize your chart of accounts and get some banking common asked questions: 

 

 

I’ll be here any time if you have other concerns besides banking accounts. Always take care!

N
newbytooAuthor
July 11, 2022

Thank you, MichelleBh.  That was the small tidbit I needed to make my bookkeeping much easier.  NewbyToo.

    MaryLandT
    MaryLandT
    July 11, 2022

    I'm happy to hear that my colleague was able to help you re-order your bank accounts on the Banking page, newbytoo.

     

    Don't hesitate to post again if you have other banking questions or any QuickBooks concerns. I'm also around here in the Community forum to answer your questions.

     

    Thank you and may good luck always follow on your business.

    A
    angeliqueb1975
    February 2, 2023

    Is this possible with Quickbooks Desktop?

     

    MariaSoledadG
    MariaSoledadG
    February 2, 2023

    Let me guide you on how you can reorder your accounts, angeliqueb1975.

     

    If you are referring to the Bank Feeds on the Banking page, reordering of accounts is unavailable for now. 

     

     

    You can send feedback to let our product team know how this feature helps your business. To do so, you can follow the steps below: 

     

    1. Go to the Help menu.
    2. Select Send Feedback Online.
    3. Choose Product Suggestion. Then, enter your request.

    4. Send Feedback.
       

    Furthermore, QuickBooks Desktop has three bank feed modes, and each display and handles transactions differently. Learn from this article on how QuickBooks makes a match: Add And Match Bank Feed Transactions In QuickBooks Desktop.

     

    Reach out to us if there's anything else that you need with banking feeds. We're always right here to help.

    D
    DanSO
    April 3, 2024

    How do I keep the order of the accounts from changing automatically? 

     

    Every time I reorder my accounts the next day QBO has moved them around again on its own. Why is it constantly shuffling the accounts? I want it to be static after i have organized them they I want. 

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