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gans
Level 2

In the dashboard, there is a nice widget that shows 'Bank Accounts' Is there a way for me to customize it to show additional accounts (sub-accounts specifically)? How?

 
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Adrian_A
Moderator

In the dashboard, there is a nice widget that shows 'Bank Accounts' Is there a way for me to customize it to show additional accounts (sub-accounts specifically)? How?

Hello there, gans.

 

The option to customize the BANK ACCOUNTS widget is unavailable in QuickBooks. However, we can pull up the data of the sub -accounts by running the report. Let me guide you how:

 

  1. From the Accounting tab, select Chart of Accounts.
  2. Locate the sub-account.
  3. Under ACTION, click the Account history drop-down.
  4. Click Run report.

 

If you want to add or remove some filter on the report, you can customize it. Here's an article as your guide: Customise reports in QuickBooks Online.

 

I'm just around if ever you need help. Keep safe!