How do I re-order bank accounts in bank transactions?

Welcome to the QuickBooks Community, jPerkins2000.

I can help reorder your bank accounts in QuickBooks Online. 

I recommend clicking the Reorder option within the Bank transactions section. This allows you to personalize who is first and last on the list.

Here's how:

1. Choose the Bank transactions menu.
2. Click the small drop-down arrow beside the bank. 
3. Select the Reorder accounts hyperlink. 
4. Hit the Pencil icon and drag the bank list. 
5. Click Save.

In case you need steps on how you can disconnect an account from online banking, you can read this article: Disconnect accounts connected to online banking in QuickBooks Online.

Please let me know if you need further assistance in managing your bank accounts in QBO. I’m always here to help, jPerkins2000. Take care!

Step #3, the select reorder bank account link doesn't appear. Any suggestions?

Thanks for joining this thread, cdaniken. Let me guide you to reiterate the steps with screenshots to reorder bank accounts in QuickBooks Online. 

Here's how: 

1. In the left panel, select Transactions and then Bank transactions.
2. Choose the drop-down arrow of your Bank account.
3. The Reorder accounts link is found at the bottom of the list.
4.  Click the pencil icon then, a cross cursor appears when selecting the Bank account you want to drag.
5. Tap Save to confirm.

Also, I've added a screenshot for your visualization to find the hyperlink Reorder accounts.

In addition, I've added an article for you to learn in the future to save time to disconnect an account from online banking: Disconnect accounts connected to online banking in QuickBooks Online.

I'm happy to lend a hand if you need further assistance with your QBO account. Stay safe.

All I see under the Bank Transactions tab is a box pitching "Automate income and expense tracking" - no bank accounts are listed.

We appreciate you joining here in the thread, ingenii1.

Let me share information about the Bank transactions tab in QuickBooks Online.

The Automate income and expense tracking box appears when you don't have any bank or credit card transactions and accounts connected to the program. With this, you can either Connect account or Upload transactions.

If you want to use online banking, you can proceed to these steps to automatically download bank transactions:

1. Click Connect account.
2. Key in the URL or name of your bank in the Search field.
3. Select the bank, provide your credentials in the Login and Password fields, then click Continue.
4. Choose the account you want to connect and the date to pull up the transactions from the dropdown.
5. Select Next to proceed. Please note that some banks might let you download the last 90 days of transactions, while others can go as far as 24 months.
6. In the Account type dropdown, pick the appropriate account type that matches your chart of accounts, then Next. You can also click +Add new if you cannot locate the correct account type.

On the other hand, you can select Upload transactions if you want to import your entries into the program manually. After that, you can scroll down to step 4 under Step 4: Manually upload the transactions in this article for further guidance: Manually upload transactions into QuickBooks Online.

On the other hand, you can refer to the steps provided by my colleague above whenever you want to reorder your bank accounts to meet your business needs.

Furthermore, you can scan these resources for guidance on reviewing your transactions to identify tax deductions and the status of your business finances:

• Categorize online bank transactions in QuickBooks Online
• Set up bank rules to categorize online banking transactions in QuickBooks Online
• Match online bank transactions in QuickBooks Online

Add a reply to this post for further clarifications on navigating your bank feeds or other related concerns with QuickBooks Online. We're here to assist you in carrying out different business tasks.

QB just rearranged all of my bank accounts so I found this thread which is a nightmare to figure out. Bring back desktop as the online version is horrible compared to the desktop version which was a fraction of the cost!

is there a better way to do this with dozens of accounts?  it is extremely tedious and glitchy when you try to do reoder 40 accounts.   Needs to be a way easier way of doing this. 

Hi there, squeezedlikeaturnip. I understand the urgency of reordering your bank accounts. Let me provide additional information about this process.

The only way to reorder your bank account in QuickBooks Online (QBO) is by accessing your bank transactions tab. If you'd like to have this feature added, you can consider sending a request for feedback to our product developers for them to implement this feature in the future.

To send a feedback request, follow these steps.

Here's how:

1. Sign in to your QBO account.
2. Click the Gear icon at the top, then Feedback.
3. Enter your comments or product suggestions.
4. Press Next.

Once done, our designated team will review it. You can track your future requests through the QuickBooks Online Feature Requests website.

Furthermore, you can refer to these articles on how to manage your bank transactions in QBO:

• Match online bank transactions in QBO.
• Categorize online bank transactions in QBO.

Comment on the post if you still have concerns about reordering your bank accounts in QBO. I'm always here to help you out.

I just had this issue as well and found out where to do it.

Transactions-Bank transactions-

Above your row of banks you will see a drop down. Scroll to the very bottom of the list, it should say reorder accounts. Click on the pencil in the top right corner. You should now be able to click on a bank and drag it to where you want to put it.

At least that just worked for me

I do all of this, except I dont have the pencil to drag and drop. I cant see all of the account information either.

Let's perform some troubleshooting steps to isolate the issue, Pam. This will help you reorganize your bank accounts for easier access and reporting tasks in QuickBooks Online (QBO).

Browser issues or other technical hiccups can result in unexpected behavior in the system. Since you can't see all of the account information and you don't have the pencil icon to drag and drop your bank accounts, let me share some troubleshooting steps that can resolve issues like this.

Let's start by using a private/incognito browsing session. You can use these shortcut keys to open an incognito window in all supported browsers:

• Mozilla Firefox: CTRL + Shift + P
• Microsoft Edge: CTRL + Shift + N
• Google Chrome: CTRL + Shift + N
• Safari: Command + Shift + N

Once done, either return to your default browser and clear its cache to refresh the page, or use a different supported browser.

Furthermore, here are some resources that will help you get your books in order:

• Categorize online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

By following the steps above, you'll be able to reorganize your bank accounts in the software. As always, do not hesitate to reach out by clicking the Reply button below if you need additional assistance. We're available 24/7 to assist you. Keep safe!