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Experienced Member

For the second time now, the order of my bank accounts on my dashboard has changed when I log in, although I have not changed it. Why is this?

 
9 Comments
Moderator

Re: For the second time now, the order of my bank accounts on my dashboard has changed when I log...

Thanks for raising this situation to our attention, tdewe.

 

I have checked this issue here in our system, and we have received no reports from other users getting the same challenges about the orders of bank accounts on their Dashboard.

 

To further isolate the issue, I recommend accessing your account in a Private browsing window first to verify if this is caused by the system or your browser.

 

Here are the keyboard shortcuts that will help you accomplish this in all supported browsers:

  • Chrome: Ctrl+Shift+N
  • Internet Explorer: Ctrl+Shift+P
  • Firefox: Ctrl+Shift+
  • Safari: Command+Shift+N

Once done, access your account again and check the orders of your bank accounts. If it works, to ensure this doesn't happen again, it's a good idea to clear the cache of the browser you're using.

 

You can also use this article in the future for more information: Assign, Categorize, Edit, and Add your Downloaded Banking Transactions.

 

Please let me know how things goes. I'm always here to offer additional assistance.

Experienced Member

Re: For the second time now, the order of my bank accounts on my dashboard has changed when I log...

I use the desktop app. Not a browser. 

Moderator

Re: For the second time now, the order of my bank accounts on my dashboard has changed when I log...

Hello again, tdewe.

 

I appreciate your prompt response and confirming the application you're using.

 

This time, I'd recommend resetting the app to refresh your application. The steps on how to do it are provided below:

  1. Click Help menu at the top.
  2. Select Reset App Data.
  3. Wait until the process is complete, and then close the app.
  4. Be sure to right-click the app and Run as Administrator when re-opening.

Once done, kindly access your account again and check the orders of your bank accounts. However, if resetting the App Data doesn't resolve the issue, I'd suggest contacting our Customer Care Team. They have the tools to check this matter for you and help identify the reason behind this issue.

 

To contact them, here’s how:

  1. Click this link https://help.quickbooks.intuit.com/en_AU/contact.
  2. Choose the QuickBooks Product.
  3. On the Contact Us page, select a topic.
  4. Click on Get Phone Number button to see the support number.

For additional reference, you may find this great resource helpful: QuickBooks App for Windows and Mac: General support.

 

Please keep me posted on your results with this here. You can always count on me.

Experienced Member

Re: For the second time now, the order of my bank accounts on my dashboard has changed when I log...

The Help menu is not a menu. It just brings up a drop down box where I can type a question?

QuickBooks Team

Re: For the second time now, the order of my bank accounts on my dashboard has changed when I log...

Thank you for getting back to us, tdewe.


At this point, I would recommend uninstalling the QBO app. Then, you can download the installer and use it on your computer. Then, please observe for one or two days if your bank lists will stay according to the order you set. 

 

If the order will change, please contact our phone or chat team to check this further. You can follow the steps that Mirriam shared above.
 

Please let me know you have other questions.

Experienced Member

Re: For the second time now, the order of my bank accounts on my dashboard has changed when I log...

Why should I uninstall it? Why can’t I do the app reset as per original discussions?

QuickBooks Team

Re: For the second time now, the order of my bank accounts on my dashboard has changed when I log...

Hello again, tdewe.

 

Yes, you can uninstall the desktop app. Well also see if you'll get the Reset App Data and other options under the Help menu when you re-install it.

 

If there's anything that I can help, please don't hesitate to go back to this thread.

Experienced Member

Re: For the second time now, the order of my bank accounts on my dashboard has changed when I log...

I did that, this is what comes up when I click Help.

QuickBooks Team

Re: For the second time now, the order of my bank accounts on my dashboard has changed when I log...

Thanks for the screenshot, , tdewe.

 

I'd recommend uninstalling and reinstalling the app. That's the best option that I can suggest since you don't have the option to reset the app data. This can resolve any unusual behavior on your QuickBooks.

 

Here's how to uninstall if you're using the Windows 10:

  1. Select the Start menu. Go to Settings, then select System.
  2. Select Apps & features.
  3. Choose QuickBooks Windows app then select the Uninstall button.

For Windows 8.1 and 7:

  1. Select the Start menu. Go to Control Panel then select Programs.
  2. Select Uninstall a program.
  3. Choose QuickBooks Windows app then select the Uninstall button.

For Mac:

  1. Drag the QuickBooks Windows app from the Applications folder to the Trash.
  2. Go to Finder then choose Empty Trash.

Then, go to http://quickbooks.intuit.com/apps/ to get the app again. Click on Free Download, then select Download Now.

 

Let me know if you have other questions.