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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
STIGDUMP
Level 1

Can I change displayed bank accounts on home screen?

 
Solved
Best answer March 02, 2020

Accepted Solutions
Kristine Mae
Moderator

Can I change displayed bank accounts on home screen?

Yes, you can change the bank account display, STIGDUMP. It will just take a few easy steps. 

 

I'm going to show you how:

  1. Go to the Dashboard page.
  2. Click the Pencil icon in the BANK ACCOUNTS row.
  3. Click the 3 dots icon, then drag the bank account to change the order or display.
  4. Click Save when you're done. 

 

I'll share the article about the introduction to the home dashboard as additional reference. 

 

If there's anything else that you need, you can tag me. I'll personally respond to this post. 

View solution in original post

3 REPLIES 3
Kristine Mae
Moderator

Can I change displayed bank accounts on home screen?

Yes, you can change the bank account display, STIGDUMP. It will just take a few easy steps. 

 

I'm going to show you how:

  1. Go to the Dashboard page.
  2. Click the Pencil icon in the BANK ACCOUNTS row.
  3. Click the 3 dots icon, then drag the bank account to change the order or display.
  4. Click Save when you're done. 

 

I'll share the article about the introduction to the home dashboard as additional reference. 

 

If there's anything else that you need, you can tag me. I'll personally respond to this post. 

lindalpb7
Level 1

Can I change displayed bank accounts on home screen?

I want to change the order that the bank accounts show up on the dashboard but I do not see a pencil/edit option in the bank account row.  Is there another way to do that?  they are currently in descending order by name and the one I use the most is at the bottom.

ArielI
QuickBooks Team

Can I change displayed bank accounts on home screen?

Hello, @lindalpb7.

 

Yes, there's another way to reorder the bank accounts on your dashboard. Let me walk you through the process.

 

  1. On the Dashboard/Home screen locate the Bank Accounts.
  2. Click the mini Gear icon.
  3. Long press the account and drag it to the desired position.
  4. Click Save to keep the new order.

 

Let us know if you have further questions and we'll be right here to help you any time.

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