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January 8, 2023
Question

How can I rearrange the sequence of banks and credit cards in the Banking tab?

  • January 8, 2023
  • 1 reply
  • 4 views
No text available

1 reply

Moderator
January 8, 2023

I know how to do it, Drew.

 

The bank accounts on the Banking page are organized by the date they were created. You can rearrange the account by following the instructions below.

 

Here's how:

 

  1. On the Banking page, pick the blue tile.
  2. Click the drop-down arrow beside the bank's name.
  3. On the bottom of the list, select Reorder accounts.
  4. Hit the Pencil icon to reorder the accounts.
  5. Drag and drop the bank/credit card accounts to your preferred place and then hit Save.

 

After that, log out and log in again to check if the setting was saved.

 

I've also included the following resources below for more information on managing your bank accounts in QuickBooks Online:

 

 

If you have other concerns about the banking feature, let me know. I'm more than happy to help you again.