Reconcile preferences

Forum|Forum|7 years ago
January 11, 2019
1 reply
11 views

My reconcile selection drops to the bottom of my list when selected how do i fix this? This has only just started. I have Quickbooks premier 2016 runnig multi-user, one machine does this and the other does not. I have compared all my preferences and they are the same.

QuickBooks Desktop

MikelinnemeierAuthor

Turns out i have clicked off of my catagory view, from dates to checks.

Angelyn_T

Moderator

Hello there, @Mikelinnemeier.

Allow me to help share some information about reconciliation in QuickBooks Destkop (QBDT).

It's possible that you've sorted the transactions in the reconciliation window. What happen is, once you've sorted the transactions, it automatically drops at the bottom of the page. You may need to remove the sorting selection if you wish not to drop them at the bottom part.

Also, you may sort the transactions by going the Date column. The transaction will appear from the latest to the oldest or vice-versa depending on how you customize it.

Let us know if you have any other concerns by adding a comment below, we're always here to help. Have a great day ahead!

bethiez

Is there a way to have a second sort order, like in excel, in the bank reconciliation screen? For example, my bank presents debit and credit items on my bank statement, first in date order, and then in dollar amount order on that date. So if I sent 50 transfers on 10/5, then on my bank statement they are all listed on 10/5, but in dollar amount order. In QB however, the items are listed on 10/5 in the order that I recorded the transactions. It makes reconciling difficult when I have to keep scrolling through the list in QB, up and down, up and down since they are not in the same order as my bank statement.

Any ideas?

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