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ghareeb25
Level 1

Bank Register has changed. Lots of random transactions are now showing. How do I get it back to a normal view?

The view for the bank register has changed.  I am not seeing the most recent transactions on top, eg deposits, checks, expenses like you normally expect from a register.  Help
1 Comment 1
Kevin_C
QuickBooks Team

Bank Register has changed. Lots of random transactions are now showing. How do I get it back to a normal view?

I appreciate you for laying out the details of your concern, @ghareeb25.

 

Let me provide some information regarding the bank register page in QuickBooks Online (QBO).

 

Your default view is based on what you told us when you first set up QuickBooks. If you're referring to these views, here's how you can switch between those two: 

 

  1. Click the Gear icon.
  2. Select Switch to Business view or Switch to Accountant view at the lower-right corner.

 

Moreover, simply follow these steps to organize the bank transactions by dates in order:

 

  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 down to sort the transactions with the most recent ones on top.

 

Regarding the random transactions, you'll want to look at your bank statements and compare the transactions. If you have verified that you'll need to exclude the transaction, please refer to this article: Exclude a bank transaction you downloaded into QuickBooks Online.

 

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

 

 

I'm always around and ready to help if you have more questions about managing your bank transactions in QBO. I'm happy to lend a hand. Have a good one!

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