Banking
Thanks for joining the thread, @speechpathwaysplus, and @pam13.
The option to rearrange the account boxes for your banking feeds isn't available in QuickBooks Desktop. Though you can reorder them in the Chart of Accounts list. Here's how:
- Go to the Lists menu, and then choose Chart of Accounts.
- Click the Account drop-down ▼, and then ensure the Hierarchical View is checked.
- Drag the diamond icon up and down beside the account name to rearrange them.
Also, I recommend visiting our Firm of the future site to get you in the loop about the latest news and product updates. Here's a direct link you may use to access it: https://www.firmofthefuture.com/product-industry-news/product-updates/.
To organize and ensure the downloaded transactions go to the right accounts, you'll want to add and match them.
Also, you can reconcile them to make sure your books are accurate and all numbers are accounted for correctly.
Leave a comment in the section if you need more help with managing your bank feeds or anything else related to QuickBooks. Take care and enjoy your day.
