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kim239
Level 1

When I am in a Bank Register and clear a transaction it jumps to the top each time, how do I stop this from happening?

 
1 Comment 1
FateCandylaneT
QuickBooks Team

When I am in a Bank Register and clear a transaction it jumps to the top each time, how do I stop this from happening?

Thanks for reaching out here today, Kim239. Let me share insights on how managing transactions from your bank register works in QuickBooks Online.

 

When completing tasks on your banking register, let's ensure these transactions are sorted by date and not by reconciling status. In your situation, it seems that the register might have been organized according to the reconciling status, which is why whenever you mark an entry as cleared, it moves to the top of the register. Thus, let's make adjustments to ensure these entries are sorted chronologically by their dates. To do this, I've also added screenshots for reference.

 

 Here's how:

 

  1. Go to Settings and click Chart of Accounts.
  2. Select the specific account and click View register.
  3. From the Bank Register, click on the Date sort arrow icon. These entries are arrange depending on the date the transaction was entered.

 

 

bank registers by date.png

 

Moreover, I've included this guide to help you review your accounts and start reconciling them to ensure your books are balanced: Reconcile an account in QuickBooks Online.

 

We're always available in this forum if you have additional questions when managing transactions in your account. Feel free to let us know in the comments below, and we'll be sure to get you covered. Keep safe!

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