Why am I unable to filter Categorized Transactions by date with QuickBooks online?

Hello there, @userpetersenchalise.

In QuickBooks Online (QBO), the option to filter transactions by date is available both in the For review and Categorized tabs from the Banking menu. This option lets you manage and monitor all your transactions accordingly. 

There are times that the browser is full of frequently accessed pages, thus causing some unusual behavior of the system. This may be the reason you're unable to filter your categorized transactions. You can perform some troubleshooting steps to isolate this issue and get back to business in no time.

Let's start by logging into your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

• Press Ctrl + Shift + N (Google Chrome)
• Ctrl + Shift + P (Firefox)
• Control + Option + P (Safari)

Once signed in, go to the Banking menu and select the account's Categorized tab. If you're able to filter just fine, return to your default browser and clear its cache and cookies. This will refresh the system and remove older data that causes viewing and performance issues. However, if the issue continues, I'd recommend using other supported browsers.

When you're connected to online banking, your transactions will automatically be downloaded. With this, you'll have to review and/or match them to the existing entries in QuickBooks. This way, you can keep your account updated. You can learn more about this through this article: Categorize and match online bank transactions.

Additionally, I'd recommend reconciling your accounts every month. This is to effectively monitor the growth of your business. For the step-by-step guide, you can refer to this article: Reconcile an account in QuickBooks Online. It also includes instructions about editing completed reconciliations.

You can keep me posted on how it goes. Please feel free to comment below if you have other features and banking concerns in QBO. I'm just around to help. Take care always.

Rea_M,

I have tried all the recommended steps and I am still getting the same error. I cleared the cache and cookies and have tried multiple web browsers. I even cleared the site specific cache. No dice. I'm using macOS Catalina version 10.15.7 with Chrome as my main browser. Do you have any other recommendations?

Thanks.

I do appreciate your time performing the troubleshooting steps provided by my colleague, userpetersenchalise.

I checked in our system if there similar issues when using the filter option on the Banking page and didn't find one. I'd suggest reading out to our Phone Support Team so they can investigate it further. 

Here's how:

1. Go to the Help menu in QuickBooks Online. 
2. Click Contact Us and then enter a brief description of your concern. 
3. Select Let's talk and choose an option of how you'll want to connect with us.

Feel free to know about our support hours and types. 

My colleague provided helpful articles that you can check out to manage your bank downloaded transactions. 

I'm just around the corner if you have other questions. Take care!