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jagwani
Level 1

Is there a way of changing the bank view so that each account appears as a card across the top of the screen instead of a dropdown where they aren't visible?

I dislike the new view where you only see one account at a time in the drop down and it doesn't show the balance or how many uncategorized transactions there are. It's nuisance to scroll up and down to find an account rather than just click on the one you want.
2 Comments 2
Amanda-B
QuickBooks Team

Is there a way of changing the bank view so that each account appears as a card across the top of the screen instead of a dropdown where they aren't visible?

Good evening, jagwani.

 

Thanks for reaching out to us here. I'd be happy to help!

 

QuickBooks Online provides the option to view the banks across the top of the screen. Below the "Update" in the far right corner, you should be able to see a small arrow pointing down, simply click on the arrow and the list of banks should appear back at the top of the page. I hope this helps!

 

Please feel free to let me know if you were able to get this figured out.

jagwani
Level 1

Is there a way of changing the bank view so that each account appears as a card across the top of the screen instead of a dropdown where they aren't visible?

That worked - Thank you so much!

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