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mich5428
March 13, 2024
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Can I add a savings account already in my COA to Dashboard without connecting the account to online banking?

  • March 13, 2024
  • 1 reply
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As stated above, I am trying to add a non-connected savings account to my dashboard "tiles" as it is currently not on my dashboard. I do not want to connect this savings account to online banking. Is there a way to do just create a tile on my dashboard so I can see it with my other accounts? 

Best answer by MirriamM

Thank you. So just to be clear, if my bank account is not connected to QBO, it will not appear in the tiles on the Bank Transactions page?  


Hello there, mich5428.

 

I would like to provide some clarification regarding the bank accounts that appear on both the Dashboard and Bank Transactions page.

 

The bank accounts that you see on the Dashboard include all accounts from your Chart of Accounts, regardless of whether they were created manually or connected to online banking.

 

 

On the other hand, the Bank Transactions page only shows bank accounts that are connected to online banking.

 

 

Therefore, you are correct that if your bank account is not linked to online banking, it won't appear in the tiles on the Bank transaction page.

 

To ensure hassle-free reconciliation of your account in the future, you may refer to our article on the best practices for the reconciliation workflow in QuickBooks. It also guides how to overcome challenges during the reconciliation process.

 

If you have any further concerns regarding the Dashboard or Bank transactions page, please don't hesitate to let me know. I'm always available to help you out!

1 reply

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ShangY
March 14, 2024

Glad to have you join the Community, mich5428. I'm here to make sure you'll be able to add your savings account to the Bank Accounts section in your Dashboard and manage it accordingly.

 

In QuickBooks Online, bank accounts from your Chart of accounts are automatically displayed in the Bank Accounts tile in the Dashboard. One possible factor why you're unable to see your savings account is that it may not be under the Bank account type. To check, follow the steps below:

 

  1. Go to Transactions.
  2. Select Chart of accounts.
  3. Locate the savings account and click Edit.
  4. Click the Account Type from the dropdown menu. Check if your savings account is under the Bank account type. If not, let's set it up under that category.
  5. Click Save.

To learn more about QuickBooks Dashboard, please see this article: Get started and adjust settings after you sign up for QuickBooks Online  

 

Moreover, to help you match your banking data in QuickBooks to your statements, I recommend reconciling

your accounts regularly. For the complete guide, you can check out this article: Reconcile an account in QuickBooks Online 

 

If you need further assistance managing bank accounts to your Chart of accounts or any other QBO concerns, please leave a reply below. Our team is dedicated to helping you 24/7. Have a good one.

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mich5428Author
March 14, 2024

Thank you for your reply. Yes, the account is under Bank account type. But it is still not displayed in the Bank Accounts tile in the Dashboard. I do not have this bank connected  to the QBO account and want to keep it that way. Is that why it's not showing up in the Dashboard?

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Carneil_C
March 14, 2024

I appreciate your reply, @mich5428.

 

I'll ensure you can see your account on the bank tiles on the dashboard in QuickBooks Online.

 

Yes, you're right, creating accounts from the Chart of Accounts will not make them visible on the tiles on the Bank Transactions page. Otherwise, you'll want to connect the account.

 

To organize your transactions moving forward, please review this handy article for your guide: Categorize and match online bank transactions in QuickBooks Online.

 

Furthermore, to ensure that the transactions you've entered in QBO match your bank statements. Check this reference for the detailed process: Reconcile an account in QuickBooks Online.

 

I'm always ready to assist you if you have questions or concerns about managing your bank accounts and transactions. Tag me in your reply, and I'll sprint back into action.

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