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October 25, 2024
Question

Can I rearrange the order of bank accounts on my dashboard in the banking app?

  • October 25, 2024
  • 1 reply
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Is there a way to rearrange the order of the bank accounts on my dashboard? It would be nice to group them by which ones are used the most.

1 reply

MariaSoledadG
October 25, 2024

Yes, you can easily rearrange the order of your bank accounts on your dashboard to fit your preferences. Let me guide you how you can go through with the process, Kattlees.

 

The accounts on the dashboard are sorted based on the date they were created. You can click the Reorder accounts hyperlink, and you'll have the option to drag and drop your accounts and organize them according to your perspective. Here's how:

 

  1. Go to the Transactions menu, then select Bank transactions
  2. Click the drop-down arrow and select Reorder accounts
  3. Click the pencil icon beside Bank Accounts, and drag or drop to arrange the bank account.
  4. Click Save.

 

Once you're all set, this will now show how you arrange your accounts when you go to the dashboard. I've added this screenshot for your reference:

 

In addition, if you’d like to review your accounts to ensure they align with your bank and credit card statements, check out this helpful article on reconciling accounts in QuickBooks Online: Reconcile An Account in QuickBooks Online.

 

If you need any more help or have additional questions about your bank accounts, please don't hesitate to ask. We're here to support you every step of the way.