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Replying to:
JasroV
QuickBooks Team

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Good day to you, @nappybeth.

 

You can customize the bank window as to what bank account will show in your dashboard. Let me show you how in your QuickBooks Online (QBO) account:

 

  1. From your dashboard, navigate to the Bank Account tile.
  2. Click the Edit pencil icon. 1.JPG
  3. Then change the arrangement of your accounts for your reference.
  4. Once done, click Save.

On the other hand, when fixing balances issues in your QBO account, it would be best to work with your accountant. This way, you’ll be guided accordingly and ensure your accounts are accurate.

 

You might also want to check our Bank feeds page for your future reference. There, you can read some of our articles that can guide you in managing your accounts effectively.

 

You can always get back to this thread if you have other follow-up questions about balances in QBO. It’s always my pleasure to help you. Take care!

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