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lucas-lim-bkw-sg
Level 1

How can I make bank accounts of "business overview" show on right side of dashboard "Get things done" ?

If someone knows, please list out the steps for me, thanks.
1 Comment 1
Angelyn_T
QuickBooks Team

How can I make bank accounts of "business overview" show on right side of dashboard "Get things done" ?

My pleasure to have you here today, Lucas. I know how to make bank accounts in QuickBooks Online (QBO). I'm here to share with you the details.

 

The Business Overview tab provides a comprehensive view of your business's profitability, including profit and loss, expenses, invoices, and sales widgets. It also allows you to conveniently access all your connected bank account balances in one place. However, making bank accounts from there isn't possible now. 

 

QuickBooks allows you to create bank accounts in QBO from the Charts of Accounts window. You can either go to the Gear icon or the Bank Transactions menu. To start:

 

  1. Select Chart of Accounts from the Gear icon or Bank Transactions menu at the left pane.  
  2. Tap on New.   
  3. Fill in the details, then Save or Save and Close.

 

You can also run through the details from this article for additional reference: Add an account to your chart of accounts in QuickBooks Online.

 

On the other hand, if you'd like to link bank accounts to our system, utilize the resources from this material as your guide: Connect bank and credit card accounts to QuickBooks Online.

 

Please let me know in the comment section below if you have follow-up questions while working with your bank accounts with QuickBooks. I'm just a few clicks away to help you again. Have a good one!