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edgrenbuilding2
July 1, 2024
Question

Can I change the order of my bank accounts on the dashboard screen block? I know how to change the order of the dashboard just not that block specifically.

  • July 1, 2024
  • 1 reply
  • 0 views
I had them in the order I preferred but then one day I opened QuickBooks and they were different and I cant find how to list them in the order that they were in previously.

1 reply

F
FaithA
July 1, 2024

Hi, Edgren. I have information on the bank accounts' display preferences in your dashboard. Let me ensure we get around this issue.

 

When you change the order of your bank accounts, it doesn't revert after logging out. However, if you have other users in your account, the changes they make on the order of the bank accounts will also apply to your view in the dashboard when logging back in.

 

On the other hand, if you are the sole user of the account, we can run basic troubleshooting to fix the odd behavior.

 

Let's access your QBO account using a private browser window, as it avoids your browsing history. To open a private browser, use these shortcut keys on your keyboard:

 

  • Mozilla Firefox: CTRL + Shift + P
  • Microsoft Edge: CTRL + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Safari: Command + Shift + N

 

If this resolves the issue, consider clearing your regular browser's cache to refresh your connection and browsing history. Keep in mind to exclude the cookies. Alternatively, you can try using other supported browsers.

 

You may find this reference helpful in arranging your transactions after reconciling your bank account in the future: Categorize online bank transactions in QuickBooks Online.

 

Keep your posts coming if you need further assistance changing your display preferences. I'll be around in the Community space, ready to lend a hand.

M
MRusty
July 17, 2024

Wow.  Yet another useless canned answer from staff.

Really not surprised.

My cache clears every day when I log out, and this problem continues.  I have tried rearranging and renaming the accounts and QBO just keeps putting them in the exact same order regardless of alphabetizing or specific moving of the blocks.

K
KimberlyS
July 17, 2024

I couldn't agree more that you shouldn't encounter this issue when re-ordering accounts to improve your experience working in the bank feeds, MRusty.

 

There's an ongoing investigation regarding the Re-order Account feature that doesn't save changes after signing out of QuickBooks Online company. Our product engineers dedicate their time and effort to get an immediate fix to get you back to business.

 

Since we don't have the exact time frame for the resolution, I recommend contacting our customer support team so they can add you to the list of affected users. This way, you'll get relevant updates about the progress of this case via email.

 

Here's how:

 

  1. Click Help (?), then head to the Search tab.
  2. Select Contact Us.
  3. Choose a topic you need assistance with or Ask about something else to add specific inquiries.
  4. Identify how you would like to connect with an expert: Start a chat or Get a callback.

 

Kindly also note their support hours so you can reach them accordingly. For more details, visit this article: QuickBooks Online Support.

 

On the other hand, consider browsing these materials to ensure transactions are posted to the correct account to keep your record accurate and balanced:

 

 

You may return to this thread anytime if you need additional guidance when re-ordering accounts or navigating your bank feeds in QuickBooks Online. Please stay assured that I can respond to any of your queries promptly.

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