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Everything you need to know about banking in QuickBooks Online - Discover more
paddyloyd
Level 1

Can I reinstate my bank balances in my dashboard shortcuts as the pain is blank

Can I use the customise layout and if so which subheading?
1 REPLY 1
JanbonN
QuickBooks Team

Can I reinstate my bank balances in my dashboard shortcuts as the pain is blank

Yes, Loyd. You can reinstate the bank balances in the dashboard through the Customize layout button.

 

Ensure your bank is connected to online banking in QuickBooks Online (QBO) so the bank balance will show. Then, proceed to customize your dashboard to organize important information according to your preferences.

 

Here's how:

 

  1. Go to Dashboard and click the Customise layout button.
  2. Click Add or remove widgets and tick the Bank Accounts box. Then click Save.
  3. You can further customize the dashboard by moving the widgets.
  4. Once done, click Save.AddRemoveWidget.png

 

Additionally, please reconcile your accounts regularly to keep them accurate and up-to-date.

 

Let us know if you have other concerns about customizing the dashboard section of QBO. We're here to help you in any way we can.

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