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cverardo1
Level 1

Is there a way to have my bank transactions link on the dashboard

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
Best answer May 04, 2024

Best Answers
LeizylM
QuickBooks Team

Is there a way to have my bank transactions link on the dashboard

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:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

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.

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2 Comments 2
LeizylM
QuickBooks Team

Is there a way to have my bank transactions link on the dashboard

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:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

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.

cverardo1
Level 1

Is there a way to have my bank transactions link on the dashboard

Thank you for your reply. I will do as you suggested. Thanks!

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