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ragweed20
May 4, 2025
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How do we move our Bank accounts around?

  • May 4, 2025
  • 1 reply
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How do we arrang our Bank Accounts ?

    Best answer by ArielI

    Hello, @ragweed20.

     

    Yes, you can reorder your bank accounts using QuickBooks Online (QBO). Let me provide you with steps to do so.

     

    Here's how:

     

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

     

    Once everything is set up, consider regularly categorizing your online bank transactions to streamline your financial tracking and enhance decision-making in your business.

     

    Additionally, you can reach out to our QuickBooks Live Expert Assisted team for help with your bank accounts. They can also assist you with any QBO-related concerns.

     

    Let us know if you have further questions about managing your bank accounts in QBO. Please don't hesitate to click the Reply button, and we'll be right here to help you every step of the way.

    1 reply

    A
    ArielIAnswer
    May 4, 2025

    Hello, @ragweed20.

     

    Yes, you can reorder your bank accounts using QuickBooks Online (QBO). Let me provide you with steps to do so.

     

    Here's how:

     

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

     

    Once everything is set up, consider regularly categorizing your online bank transactions to streamline your financial tracking and enhance decision-making in your business.

     

    Additionally, you can reach out to our QuickBooks Live Expert Assisted team for help with your bank accounts. They can also assist you with any QBO-related concerns.

     

    Let us know if you have further questions about managing your bank accounts in QBO. Please don't hesitate to click the Reply button, and we'll be right here to help you every step of the way.

    R
    ragweed20Author
    May 6, 2025

    Your solution Worked, but it took time trying to understand what "REORDER" meant.

    I Only wanted to RE-Arrange, Not Reorder my Bank accounts.

     

    After that I received another e-mail. 

    It said to go to my Bank Accounts section on the Home page,   (Right Side) 

    scrroll down to bottom, Click on the Three Dots, then Ckick the Pencil Mark by the 

    Bank Sccount I want to RE-Locate, Drag it to where I wanted it to be, Click SAVE.

     

    Is this also a correct way to do it ? 

    This process also Moved the Bank Account at the Top section.  (Bank Transactions)   

    M
    MoiraskyeT
    May 6, 2025

    I appreciate your continued responses to the thread, ragweed20.

     

    Yes, this is also the correct method to re-arrange your bank accounts. By following these steps to drag and relocate the bank account to your desired position and clicking SAVE, you ensure that the changes are implemented both in the bank accounts section and the top bank transactions section.

     

    The terms Re-order and Re-arrange you're referring to essentially mean the same thing. Both involve changing the sequence or layout of items to better suit your preferences or needs.

     

    Furthermore, you have the option to create bank rules to automatically categorize online bank transactions in QuickBooks Online: Set up bank rules to categorize online banking transactions in QuickBooks Online. 

     

    Your attention to detail and commitment are truly commendable. If you have further questions about organizing bank accounts or anything related to QuickBooks, please Reply below. Best wishes!

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