ProAdvisor Benefits Training A client has two checking accounts at two different banks. They are named Checking
Fantastic news! We've Found the answer you've been seeking!
Question:
ProAdvisor
Benefits
Training
A client has two checking accounts at two different banks. They are named Checking and Checking Both are connected to the Banking center in QuickBooks Online. The client uses Checking frequently and Checking rarely. Sometimes, the client is not sure which account belongs to which bank.
Which of these can they do to customize how the accounts appear and make it easy to distinguish between them?
Upload different logo images for one or both accounts
Add the bank name to the account name
Hide Checking from the Banking center and only display Checking
Rearrange the order of the tiles and move Checking before Checking
Customize the background color of one or both of the account tiles
Change the size of the account tiles, making the tile of Checking bigger
Posted Date: