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dale-baum4-gmail
Level 1

How can I set my transactions to list most recent

why are my transactions not listed by most recent versus historical
1 Comment 1
FateCandylaneT
QuickBooks Team

How can I set my transactions to list most recent

Thanks for sharing your query here today, dale-baum4. I can help you sort your transactions to list to the most recent entries in your QuickBooks account.

 

By default, your most recent transactions appear at the top. Also, you can sort and reorder the list of transactions by date, reference number, type of payment, or reconcile status. To help you how, please refer to these steps:

 

  1. Hover over any column header. If a Sort icon (▲ or ▼) appears, you can sort the transactions by the value in that column. 
  2. Select any sortable column header to sort the account history by that value in ascending or descending order. For better preference, you can click on the Date ▼ icon.

 

sort transactions.png

 

Moreover, you may utilize this guide to help you review and match your downloaded bank and credit card entries: Categorize online bank transactions in QuickBooks Online,

 

This thread is always available for any added queries you may have when managing business transactions in your file. Just let me know in the comments below, so I can provide the assistance you need. Keep safe and have a great day ahead!

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