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R
ragweed20
May 5, 2025
Question

Can I MOVE my Bank Accounts around in the Bank Transactions Area at the TOP of the Page ?

  • May 5, 2025
  • 1 reply
  • 0 views

Can I MOVE my Bank Accounts around in the Bank Transactions Area at the TOP of the Page ?

1 reply

M
MoiraskyeT
May 5, 2025

Thank you for reaching out with your question about the Bank Transactions area in QuickBooks Online (QBO), ragweed20. Currently, the layout of this section is designed to maintain a standard order for clarity and consistency, with accounts displayed in a fixed sequence.

  

Unfortunately, this means rearranging or moving the bank accounts to the top of the page or changing their order directly within the Bank Transactions area is not possible.

 

However, your preferences and feedback are important to us. We encourage you to submit feedback to the QuickBooks Online team, as they highly value customer suggestions. Your input can highlight the demand for more customizable features, which may be considered in future software updates.

 

Here’s how you can submit feedback:

 

  1. Go to the Settings.
  2. Choose Feedback.
  3. Enter your comments or product suggestions.
  4. Click Next to submit feedback.

 

You can check the status of your feedback by visiting our Customer Feedback page if you desire.

 

Additionally, please reconcile your accounts regularly to keep them accurate and up-to-date.

 

Your feedback is valuable and could contribute to the inclusion of this feature in upcoming updates. Thank you for voicing your concern in the Community, feel free to contact us if you have any additional questions or concerns. We’re here to help!

R
ragweed20Author
May 5, 2025

Your reply is wrong.

They CAN be moved around.  

I received this from Quick books:  

 

Yes, you can reorder your bank accounts using QuickBooks Online (QBO).

Let me provide you with steps to do so.

 

 Here's how:

 In the left panel, click on Transactions and then select Bank transactions.
Choose the drop-down arrow next to your bank account.
Zoom out on your computer screen.
Hit the Reorder accounts located at the bottom of the list.
Click the pencil icon; a cross cursor will appear when you select the bank account you want to drag.
Click Save.

M
MoiraskyeT
May 5, 2025
Hi there, @ragweed20. Upon further checking, I've stumbled upon a workaround that could help provide a solution to your request.
 
Here are the steps that you need to follow in order to move the Bank Accounts around:
 
  1. To rearrange your linked bank accounts in QBO, start by clicking the Transactions menu.
  2. Look for the arrow icon next to your listed bank accounts.
  3. Click on the desired bank account, then click and hold.
  4. Drag the bank account to your preferred order in the list.

 

Thanks again for choosing QuickBooks, we look forward to further supporting your business. Should you need any additional help, please feel free to reach out to the Community. We're here to make things smoother for you. Have an excellent day!
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