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eugenepalletserv
Level 1

In each customers account, transactions are listed oldest first, can I change it to have newest first

 
2 Comments 2
JasroV
QuickBooks Team

In each customers account, transactions are listed oldest first, can I change it to have newest first

Yes, you can, Eugene.

 

I'd be glad to guide you on how to toggle your customer transactions list from oldest to newest. Let me show you how.

 

  1. Go to the Sales menu in your QuickBooks Online (QBO) account.
  2. Click the Customers tab.
  3. Select your preferred customer.
  4. Click the Transaction List tab.
  5. Toggle the Date arrow down to show the latest transactions. 2.PNG

 

I'm also adding this article that you can read for guidance: Reconcile an account in QuickBooks Online. It list down the steps on how to match your bank and QuickBooks balance seamlessly.

 

Need further assistance managing your customer transactions? Tag me in your reply and I get back to you as soon as possible. Have a good one and keep safe!

eugenepalletserv
Level 1

In each customers account, transactions are listed oldest first, can I change it to have newest first

Thank you!  I did originally try that and it didn't work, but once I signed out and signed back in it worked!  lol

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