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userinfo43
Level 1

It is possible to filter transactions for review (that have not been categorized) by amount?

 
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QuickBooks Team
QuickBooks Team

It is possible to filter transactions for review (that have not been categorized) by amount?

You are in the right place, userinfo43.

 

We can filter the transaction in the For Review tab by the amount by enabling the Show amounts in 1 column option. This way, you can sort the amount before categorizing it. Let me show you how:

  1. Go to Banking on the left side menu. Then, tick Banking
  2. Tap the For review tab.
  3. Click the Gear icon.
  4. Under the Transaction details section, place a checkmark on the Show amounts in 1 column option.
  5. Click the Amount Sort icon to arrange the amount from ascending and descending order.

If you want to speed up the review process, just set up bank rules to categorize the banking transactions in QuickBooks Online (QBO). Feel free to visit our Banking page for more insights about managing your bank account. 

 

I'm just one post away if you need a hand with reconciling your bank accounts or any QBO related. I'm always here to ensure your success. Have a great day. 

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