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SDM2
Level 3

I want a specific bank account from my COA to display on my dashboard. How do I add it to the Bank Accounts Window?

It is not connected to the bank feeds, but neither is the last 3 bank accounts listed in that box, so that would not be the answer. Thanks for any help!
6 Comments
Jovychris_A
QuickBooks Team

I want a specific bank account from my COA to display on my dashboard. How do I add it to the Bank Accounts Window?

Thanks for posting to the Community, @SDM2.

 

It's possible to display a bank account in your COA, even if it's not connected to your bank feeds. Let's make sure that you have used this bank for making sales transactions and expenses (like making invoices, bank deposits, transfers, expenses, etc.). This way, it will appear in the Dashboard's Bank Accounts frame.

 

Also, you can reorder the bank accounts listed on that frame by clicking the Pencil icon. It ensures that the account you see first is in regard to the priority.

 

Once the bank account is displayed in the Dashboard, you can follow these steps on how to rearrange it:

  1. Go to Dashboard.
  2. Under the Bank Accounts window, click the Pencil icon.
  3. Drag the bank account that you want to display in order.
  4. Click Save.

 

Well done! You've displayed the bank account from your COA and reordered the view.

 

You can refer to this article when you decide to connect and sync your bank transactions in QuickBooks: Connect bank and credit card accounts in QuickBooks Online.

 

Additionally, I'll add this video article as your reference on how to add, match, and categorize your bank transactions in QuickBooks: Categorize and match online bank transactions in QuickBooks Online.

 

Feel free to leave a message if you have more questions. I'll keep my notifications open. More power to your business!

SDM2
Level 3

I want a specific bank account from my COA to display on my dashboard. How do I add it to the Bank Accounts Window?

Jovychris_A,  Thanks for your quick reply.  I guess I didn't do a good job in explaining my need.  The account from my COA that I would really need to see in the bank account box on the dashboard is the "Undeposited Funds" account.  I use that account regularly because we only make one weekly deposit to the bank.  So everyday that I receive a check, I enter it into this account until I make the bank deposit.  It would be really helpful to see that account on the dashboard along with my other accounts.  Many times I am asked what our receipts were for the week so far, and I currently have to go into a report, or into the COA to see that total.  There are a couple of worthless accounts that happen to be in the Bank Accounts box on the dashboard that I don't need to see, so I would be great to see a useful one!  ( I even tried to re-number that account, trying to manipulate it to show before other accounts, and that didn't work) 

JenoP
QuickBooks Team

I want a specific bank account from my COA to display on my dashboard. How do I add it to the Bank Accounts Window?

Thanks for getting back to us with additional details, SDM2.

 

For now, we're unable to add the Undeposited Funds account in the Bank Accounts section of your Dashboard. This is because this account is not a real bank, and only serves as a holding account for undeposited payments. 

 

In the meantime, you can continue the usual steps that you've been doing to see the balance. Here's an article that talks about this account for more details: What’s the Undeposited Funds account?.

 

You'll also want to inactive the accounts that you no longer wants to see in the Chart of Accounts. Follow these steps on how to remove them: Delete an account on your chart of accounts in QuickBooks Online.

 

I'll be around if you have other questions. 

fryan762
Level 1

I want a specific bank account from my COA to display on my dashboard. How do I add it to the Bank Accounts Window?

This is exactly what I am trying to do, except it is for a line of credit with my bank.  I have my bank account, savings account, petty cash account and credit card account displaying right now.  I want to add my business line of credit account to the list.  How do I do that?

Angelyn_T
QuickBooks Team

I want a specific bank account from my COA to display on my dashboard. How do I add it to the Bank Accounts Window?

Thank you for joining the thread, @fryan762.

 

Allow me to share additional details about displaying accounts on the dashboard.

 

The accounts from the chart of accounts will show up on the dashboard's Bank Accounts section as long as their types are Bank and Credit Card. The line of credit account is tracked as a liability or other liabilities account the reason why it's not showing up from there. At this time, you can open or review your account details or balances by going to the Chart of Accounts page.

 

I understand the importance of being able to display the rest of the account types from the dashboard. Rest assured our engineers are continuing to develop QuickBooks to deliver the best experiences for our customers. To stay updated with the latest QuickBooks updates, feel free to visit our blog.

 

In case you need additional references while working with banking in the future, open this link and go to the Banking and bank feeds section.

 

Please know that I'm always here to help if you have any other questions. Just leave a comment below. Keep safe!

fryan762
Level 1

I want a specific bank account from my COA to display on my dashboard. How do I add it to the Bank Accounts Window?

You are awesome!!! That explains it.  I changed it from an other liability to a credit card and it appeared, thank you!!!

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