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Banking
Thanks for visiting the Community forum, @jonesdds. I can share some information about how you can get your accounts sorted out in QuickBooks Online (QBO).
You can follow these steps to choose the accounts you want to download transactions from:
- Go to the Banking menu, then select the Banking tab.
- Select the dropdown beside the bank name.
- Click Reorder accounts hyperlink.
- Click the Pencil icon.
- Drag the accounts you'll want to prioritize to the top.
- Once done, select Save.
See the screenshot below for visual reference:
Furthermore, here are some articles that you can read to help speed up the review process of your online bank transactions:
- Categorize and match online bank transactions in QuickBooks Online
- Set up bank rules to categorize online banking transactions in QuickBooks Online
Please let me know if I can be of additional assistance by leaving a reply below. I’m always here to help. Thanks for dropping by and have a great day!