How can I add a non-bank account (specifically an Asset account) to the list of BANK ACCOUNTS in QBO Dashboard (Business overview tab)?

Hi there, GeoJakobsche Patent Counsel PLLC.

Only bank and credit card accounts can be added to the Business Overview on the Dashboard. These accounts are also on your Banking page. 

You can reorder them based on the frequency you use them for easy access. The QuickBooks Online homepage dashboards help you determine pricing parameters, based on profitability objectives. I'm adding this blog if you need more details about this: How QuickBooks Online dashboards can help you visualize data, KPIs, and key metrics at a glance.

If you need an overview on how to bring your financial institutions to QuickBooks, here's what you need to do: Connect bank and credit card accounts to QuickBooks Online.

Keep me posted if there's anything else I can help you with the bank accounts showing up on the Dashboard section. I'll be right here to answer your question.

Thanks for your post. I know I can hide and reorder bank and credit card accounts in the Business Overview on the Dashboard. I already rearranged my accounts there and hid some less relevant accounts.

Perhaps I should cast my question as a suggestion to Intuit for a change/new feature.

As you point out, the Dashboard is the best way to get a quick view of the financial health of a business. I am a patent attorney. In my case, the balance in my United States Patent and Trademark Office (USPTO) deposit account is the single most important number maintained by QBO. It is more important than my bank or credit card balance. If I have insufficient funds in my USPTO deposit account, I can't file papers for my clients and, therefore, I am effectively shut down.

I suspect other businesses have similar situations, such as available credit from a key vendor.

How can I pass this suggestion on to Intuit?

Thank you for getting back to us and sharing this great idea, GeoJakobsche Patent Counsel PLLC.

I can see how having this option can be beneficial to your business and other users.

Our engineers look for new product updates by sharing features and options that you would like to see implemented. You can send your feedback to our Product Development team within QuickBooks Online. 

Here's how:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Click Next to submit feedback.

You can visit our Feedback page to see feedback forums and recent product updates.

I've also included this article to help you understand what a chart of accounts is and why it's important to get it right in QuickBooks Online: Learn about the chart of accounts in QuickBooks Online.

Please let me know if there is anything else I can do for you. I'm always available to provide additional assistance. Take care and enjoy your weekend.

@GeoJakobsche Patent Counsel PLLC 

Characterizing your USPTO deposit account as a bank account does not violate any type of accounting standard.  If this helps you to track the balance in this particular account, it seems like the best way to go.  Anyone with a basic understanding of debits and credits can make a quick journal entry to move the balance from your USPTO "bank" account to an 'other current asset' account when preparing your firm's financial statements and then move it right back.  This seems like a non-issue IMO.

Your point about available credit from a vendor is interesting.  However, untapped credit lines do not belong on a company's financial statements.