What is the first step to reorder connected bank accounts in QuickBooks Online?

To successfully reorder connected bank accounts in QuickBooks Online, the first step is to access the Business Overview dashboard. This dashboard serves as a central hub where you can view important financial information and manage various aspects of your business, including bank accounts.

From the Business Overview dashboard, users can navigate to the Banking section where all connected accounts are displayed. This functionality allows for streamlined management of those accounts, including the ability to reorder them as needed. Accessing the dashboard is crucial since it organizes the essential features of QuickBooks Online and provides a seamless pathway to other functions, including bank account management.

The other options, while relevant to various tasks within QuickBooks, do not directly lead to the reordering of connected bank accounts. For example, opening the chart of accounts primarily deals with account types and categorizations rather than specific bank account management. The Banking icon leads to a different interface that might not cover the same overview functionalities. Therefore, starting at the Business Overview dashboard is the most effective and logical first step in the process.