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sdddee
Level 1
posted
‎September 19, 2022 04:44 PM
last updated ‎September 18, 2022 11:44 PM

When we click the bank bottom, all the transactions was not ordered by time. How do I set up to make my transactions ordered by time?

 
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1 Comment 1
Kevin_C
QuickBooks Team
QuickBooks Team
‎September 19, 2022 06:29 PM

When we click the bank bottom, all the transactions was not ordered by time. How do I set up to make my transactions ordered by time?

Glad to see you here in the Community, @ChrisM6. I can guide you on how you can sort the transactions from the banking page in QuickBooks Online (QBO).

 

In QBO, we can organize the bank transactions by dates in order. Simply follow these steps to proceed:

 

  1. Go to the Banking menu.
  2. Select the Banking tab.
  3. Click the drop-down arrow next to the Date column. Make sure it's an arrow up to sort the transactions from oldest to latest.

 

See the screenshot below for your visual reference: 

 

image.png

 

Once everything's good with your transactions, you can visit these resources that will help you to speed up the review process of your online bank transactions:

 

 

Please post an update on how these steps work for you. If you need more help with managing your bank transactions, please let me know and I'll get back to you as soon as I can. Have a great day ahead!

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