If you click on the pencil icon in this panel, you will be able to edit the order of each account by dragging and dropping them in any order that you like.Ĭlick Save to save the order of the accounts. They usually appear on the right-most column, although it depends on how wide your screen is.įrom this window, you are able to directly do a few tasks. You can quickly see your bank accounts right from the dashboard. Let's start by seeing how you see an overview of your accounts.
In this article, we will see how you can quickly view your accounts in the dashboard, how you can make and edit accounts, how you can enter starting balances through journal entries, how you can reconcile an account, and how you can delete, then later restore, an account. In this lesson, we'll take a look at how you can manage bank accounts and credit cards.
However, we will cover linking your accounts to financial institutions in a later lesson. Linking your accounts can be a great time-saver and allow you to see all your up-to-date accounts in one place. With QuickBooks Online, you can create your accounts and then link to them to your financial institutions. QuickBooks Online lets you create all sort of accounts that you can monitor within the app. One of the most important things you need to manage are your bank accounts and credit cards.
