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Level 3

The date column is missing from the reconcile of the bank account so I cannot sort by date. There is not date when I go to setup.....how do I sort transactions by date?

 
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Best answer April 14, 2020

Best Answers
QuickBooks Team
QuickBooks Team

The date column is missing from the reconcile of the bank account so I cannot sort by date. There is not date when I go to setup.....how do I sort transactions by date?

Let's perform some troubleshooting steps for you to sort out the date when reconciling a bank account, pixidoc.

 

There are times when a browser's cache data becomes full of frequently-accessed page or it is damaged. When this happens, pages like in the Reconcile columns don't load properly. Also, only the Date column is the only column that you can't edit to hide or show on that page. Just refer to the screenshot below:

 

reconcile.PNG

 

To better isolate if this is a browser issue or not, let's access QuickBooks Online (QBO) using a private or incognito window.

 

Here's how you can access private browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + P
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

Then go back to the Reconcile page to see if the Date column appears. You can also tick the Filter icon and go to the Date field. Then, choose the period of the transaction.

 

For more details about reconciling your bank account, refer to this article: Reconcile an account in QuickBooks Online

 

If it works, we can clear your browser's cache to delete those temporarily stored files and free some space on your browser's data. You can also do this task on other supported, up-to-date browsers like Google Chrome, Internet Explorer, or Mozilla Firefox.

 

If the same thing happens, try clearing Intuit-specific cookies to refresh website preferences on your program. Just go to Step 2: Clear Intuit-specific cookies from your browser section in this article: Clear cache and cookies to fix issues when using QuickBooks Online.

 

I've got a link here where you can find articles about managing your bank transactions: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Online.

 

Keep me posted if you need a hand with creating recurring transactions or any QBO related. I'll be here to help. Keep safe and healthy. 

View solution in original post

4 Comments
QuickBooks Team
QuickBooks Team

The date column is missing from the reconcile of the bank account so I cannot sort by date. There is not date when I go to setup.....how do I sort transactions by date?

Let's perform some troubleshooting steps for you to sort out the date when reconciling a bank account, pixidoc.

 

There are times when a browser's cache data becomes full of frequently-accessed page or it is damaged. When this happens, pages like in the Reconcile columns don't load properly. Also, only the Date column is the only column that you can't edit to hide or show on that page. Just refer to the screenshot below:

 

reconcile.PNG

 

To better isolate if this is a browser issue or not, let's access QuickBooks Online (QBO) using a private or incognito window.

 

Here's how you can access private browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + P
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

Then go back to the Reconcile page to see if the Date column appears. You can also tick the Filter icon and go to the Date field. Then, choose the period of the transaction.

 

For more details about reconciling your bank account, refer to this article: Reconcile an account in QuickBooks Online

 

If it works, we can clear your browser's cache to delete those temporarily stored files and free some space on your browser's data. You can also do this task on other supported, up-to-date browsers like Google Chrome, Internet Explorer, or Mozilla Firefox.

 

If the same thing happens, try clearing Intuit-specific cookies to refresh website preferences on your program. Just go to Step 2: Clear Intuit-specific cookies from your browser section in this article: Clear cache and cookies to fix issues when using QuickBooks Online.

 

I've got a link here where you can find articles about managing your bank transactions: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Online.

 

Keep me posted if you need a hand with creating recurring transactions or any QBO related. I'll be here to help. Keep safe and healthy. 

View solution in original post

Level 3

The date column is missing from the reconcile of the bank account so I cannot sort by date. There is not date when I go to setup.....how do I sort transactions by date?

Thanks, clearing the cache worked.

Level 1

The date column is missing from the reconcile of the bank account so I cannot sort by date. There is not date when I go to setup.....how do I sort transactions by date?

I have a similar problem, my reconcile screen is missing the Cleared Date which I use all the time in my other bank account where it does show up.  When I try to edit the columns that show up, that column is not even on the list.  Can someone please help?  I've tried other browsers and they do not work either.  I attached a print screen as a visual.

 

 

QuickBooks Team

The date column is missing from the reconcile of the bank account so I cannot sort by date. There is not date when I go to setup.....how do I sort transactions by date?

Thanks for the screenshot, @KarenM-CPA.

 

You'll want to ensure the bank account your trying to reconcile is displayed in your Banking Dashboard. This way, you'll be able to view the Cleared Date column in the Reconciliation page. 2.PNG

Let me show you how to do it in your QuickBooks Online (QBO) account:

  1. Go to the Banking or Transactions menu.
  2. Select the drop-down menu beside the bank name and click the Reorder accounts link to add your bank to the Banking Dashboard2.PNG
  3. Click the Pencil (Edit) icon. 3.PNG
  4. Then reorder the bank you want to reconcile to the top spot.
  5. Click Save when done.

In addition to this, I got you this article for additional reference in reconciling your accounts. This way, we'll ensure you reconcile your accounts effectively: Reconcile an account in QuickBooks Online.

 

Also, I'm adding this great resource that you can read for future guidance. This link provides detailed instruction on what to do when your bank statement doesn't match your records in QBO: Fix issues when you're reconciling accounts in QuickBooks Online.

 

Let me know you have any other concerns. I'll be around to help you. Have a wonderful day and stay safe!

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