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Level 1

How do i put my sales into chronological order?

 
2 Comments
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QuickBooks Team

How do i put my sales into chronological order?

Hello there, @tcels1.

 

I'm here to guide you in sorting out your sales transactions in chronological order. 

 

If you're viewing your transactions in the bank register, it is listed on the most recent date by default. However, you can sort the register using the following criteria:

  • Date: Sorts the list by transaction date.
  • Ref no: Sorts the list by the transaction reference number.
  • Type: Classify by type of transaction.
  • Payment: Categorized by the amount of the payment.
  • Deposit: Sorts by the deposit amount.
  • Reconcile Status: Sorts by the reconciliation status of the transaction.

Here's how:

  1. Go to Accounting on the left navigation menu.
  2. Select Chart of Accounts.
  3. Click the View register link of the bank account you want to view.
  4. Select the column you want to sort.
  5. You can also click the Funnel icon to filter the transactions.

 

However, if you're looking at the Sales Transactions page, you can click the Triangle icon beside the Date column header to sort out the list of transactions. 

You can browse this article to learn more about viewing your list of transactions: View transaction.

 

As always, I'm still here to help you further, just drop a comment below. Wishing you all the best!

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QuickBooks Team

How do i put my sales into chronological order?

I want to ensure you this issue is taken care of for you, @tcels1.

 

Were you able to sort out your sales transaction by following the steps I've shared?

 

Visit us here again if you have other questions about navigating around QuickBooks. I’ll get back to answer them for you. Have a great day ahead.

 

 

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