Hi. I am trying to customize my dashboard and the shortcut for bank transactions is not available. I have to click on bank accounts first and then it takes me to the link. I use the bank transactions every day and it would be nice to have it show up on the dashboard directly. Thank you for your help.
Solved! Go to Solution.
I know how important it is to navigate seamlessly on your QuickBooks dashboard. Let me share some insights about this, cverardo1.
The ability to show the bank transactions directly from your Dashboard is unavailable in QuickBooks Online (QBO). You'll have to click the bank account first to view the transactions.
I can see how having this option would be helpful for you and your business. I'd recommend sending a feature request directly to our Product Development team. This will help us improve your experience and the features of the program.
Here's how:
You can also track feature requests through the Customer Feedback for QuickBooks Online website.
I've got these articles for additional information and tips about the chart of accounts:
You can count on me if you have additional questions about customizing your Dashboard. Take care and have a good one.
I know how important it is to navigate seamlessly on your QuickBooks dashboard. Let me share some insights about this, cverardo1.
The ability to show the bank transactions directly from your Dashboard is unavailable in QuickBooks Online (QBO). You'll have to click the bank account first to view the transactions.
I can see how having this option would be helpful for you and your business. I'd recommend sending a feature request directly to our Product Development team. This will help us improve your experience and the features of the program.
Here's how:
You can also track feature requests through the Customer Feedback for QuickBooks Online website.
I've got these articles for additional information and tips about the chart of accounts:
You can count on me if you have additional questions about customizing your Dashboard. Take care and have a good one.
Thank you for your reply. I will do as you suggested. Thanks!
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