cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about connecting your bank and credit cards in QuickBooks Online
k1s1
Level 3

How can we sort the order of the Receipts > Reviewed ?

How can we sort the order of the Receipts > Reviewed ?

 

 

When I click on the headers, only the "CREATED BY" toggles an arrow symbol up or down, but even that has no effect

 

 

 

2 REPLIES 2
k1s1
Level 3

How can we sort the order of the Receipts > Reviewed ?

Just entered a receipt, created an expense.

 

It then didn't appear as an option to match in the bank transactions, and now I'm trying to find it again in the Receipts > Reviewed,

but (as usual with Quickbooks, usability is very poor): 

 

The default sort order appears to be completely random, rather than in the order in which they were entered and since only 10 are listed at once, it's a real pain in the backside trying to find it again, having to click through 700+ previous entries.

So naturally I assumed I could click on the date heading to sort by date. However the only heading that seems to respond to a click is "Created by" .

That has an arrow that toggles between up and down, but doesn't appear to actually do anything - i.e. it doesn't sort by the user who created it.

CharleneMaeF
QuickBooks Team

How can we sort the order of the Receipts > Reviewed ?

Hi there, k1s1. Sorting the order of receipts to locate them easily when matching bank transactions is a nice functionality.

 

Currently, this feature is unavailable in QuickBooks Online. We understand how important this function could be for managing your receipts efficiently.

 

We encourage you to share your feedback directly with QuickBooks through their customer feedback portal. Your idea is valuable and could influence the addition of sorting receipts capabilities in future updates.

 

Here's how:

 

  1. Go to the Gear icon at the top, then select Feedback.
  2. Type in your product suggestions.
  3. Click Next to submit feedback.

 

Alternatively, you can share this idea on our QuickBooks Idea Exchange Board page. To do so, click this link: https://quickbooks.intuit.com/learn-support/quickbooks-idea-exchange/idb-p/uk-idea-exchange. Then, select the Suggest an idea button. After entering your suggestion, choose Post.

 

Additionally, I've added these resources to help you review your transactions to ensure they're added to the correct accounts and check that they match your bank and credit card statements:

 

 

Should you have any additional inquiries regarding the categorisation of transactions, please don't hesitate to reach out. I'm readily available to assist you.

Need to get in touch?

Contact us