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palvarado
Level 1
posted
‎February 11, 2022 08:17 PM
last updated ‎February 11, 2022 8:17 PM

In "Banking" section, my transactions are automatically organized by "Payee." Before, it used to be by "Date." How do I get it to be automatically organized by "Date"?

 
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1 Comment 1
Archie_B
QuickBooks Team
QuickBooks Team
‎February 11, 2022 11:40 PM

In "Banking" section, my transactions are automatically organized by "Payee." Before, it used to be by "Date." How do I get it to be automatically organized by "Date"?

Let me help you organize your bank transactions, palvarado.

 

You may have clicked the PAYEE column on the banking window. That could be the reason why it's sorted out by payee.

 

To fix this, you just need to click the DATE column to organize it by date. Here's a sample screenshot:

 

 

You can check out this video tutorial to learn more about navigating in QuickBooks Online.

 

Feel free to let me know if you still have other questions about banking. I'll be happy to help. Have a great day!

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