I'm here to guide you through the steps for rearranging your bank tiles on the Bank transactions page in QuickBooks Online (QBO), Katie.
QBO allows you to customize the order of your bank tiles to streamline your workflow and make navigation more efficient.
Here's how to do it:
- Go to Transactions and select Bank transactions.
- Click the dropdown menu and select Reorder accounts.
- Hit the Pencil icon.
- Drag and drop the bank tiles to reorder them according to your preference.
- Once done, click Save.
Additionally, here are some articles about managing your bank transactions:
Let us know if you have other concerns with your bank transaction in QBO. We're here to help you in any way we can.