Feature image for article on sorting bank accounts in QuickBooks Online

In QuickBooks Online (“QBO”), and in the “Banking” tab, the bank accounts will be listed in order of when the accounts were added to be automatically synced in QBO. However, you may use some accounts that you sync in QBO less often than others (such as savings accounts or loan accounts). In this situation, you will likely want to reorder how your bank accounts are listed to get the less-used accounts out of the way and bring the more often used accounts to the top of the list:

Screenshot of QuickBooks Online illustrating a banking tab with several bank accounts, two of which we want to reorder.

In the above example, we would like to move the more commonly used Chase Checking account ahead of the less-often used Spark Savings account so the Chase Checking account is more easily accessible.

Reordering Bank Accounts

To reorder bank accounts in QuickBooks Online, we need to go to the Dashboard. On the Dashboard screen, the bank accounts will be listed on a sidebar on the right side of the screen. There will be a clickable pencil icon that we can click:

 

Screenshot of the bank accounts list from the Dashboard of QuickBooks Online, with the pencil icon, which we must click in order to reorder bank accounts in QBO.

After clicking the pencil icon, the icon will be replaced with a link that says “Save”, and a move handle will appear next to each one of the bank accounts. You can click and drag these handles to reorder the accounts the way you want them. Once you are finished, just click the “Save” link to save your changes.

Animation screenshot of QuickBooks Online showing how to click and drag the handles of bank accounts in QuickBooks Online to reorder the bank accounts in the list.

The order that you choose for your bank accounts in the Dashboard tab will be used to order the bank accounts in the Banking tab, so you’ll get a consistent order in both places.

Blake is a CPA and a law school graduate specializing in taxology, tax and finance process automation and optimization, and cloud accounting systems.

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