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Toni O
Level 2

Sort transactions by category / account

Hi

I'm trying to sort my transactions by category.  In the chart of accounts history, all of the columns allow this, but "account" does not.

How do I find all the transactions assigned to a category so that I can assign them to a different one?  I can't even search for them.

The same applies if I try to do this in the transaction screen - only some of the columns can be sorted (in this case it's called "category" not "account" which I find confusing).

Thanks for any clarification!

Solved
Best answer 3 weeks ago

Best Answers
JoesemM
Moderator

Sort transactions by category / account

The Payee, Category, and Rule columns don't have a sort icon after the transactions have been categorised, Toni. I know how important these icons are to sort out all the details on your bank transaction page. Let me help you send a feedback request to our development team.

 

We want to let you know that we value and appreciate all feedback and suggestions related to our products. If you have any comments or requests for new features, you can directly submit them to our product engineering team by following these steps:

 

  1. Go to the Gear or Settings icon and select Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

Our Product Development team will receive your feedback directly to enhance your overall experience with the QBO. You can track all suggestions submitted through this channel: QuickBooks Online Feature Requests.

 

Also, I'll be sharing these resources that will guide you on how to automatically categorise transactions from your bank:

 

 

You can click the Reply button below for follow-up questions and clarifications about banking. I'm always ready to lend a helping hand. 

View solution in original post

8 Comments 8
AileneA
QuickBooks Team

Sort transactions by category / account

Hello, Toni.

 

We can go directly to your bank account, and from the Categorised tab, you can view the transactions assigned to the correct category. However, you can Undo the transactions if needed to modify them. Then, go to the For Review tab to categorize the transactions correctly.

 

Here's how:

 

  1. Go to the Transactions and select the bank account. 
  2. From the Categorised tab, you can view the category assigned to the specific transactions.
  3. If needed changes, click the Undo, and go to the For review to categorise it correctly. 
  4. Click the transactions and hit Add to categorise. 

 

 

 

 

 

 

 

 

 

 

Additionally, learn from this article how to categorise your bank transactions after you manually update your accounts: Categorise And Match Online Bank Transactions In QuickBooks Online.

 

If a transaction is missing, you can manually add it. For more information, you can refer to this article that will show you more information and detailed steps when uploading transactions: Manually Upload Transactions Into QuickBooks Online.

 

Let me know if you need more clarification or assistance by replying below. I'm more than happy to help you with categorising the transactions or any concerns in QuickBooks Online. Have a great day.

Toni O
Level 2

Sort transactions by category / account

Hi @AileneA 

Thanks for taking the time to respond.

I'm afraid you have misunderstood my question completely. Perhaps I was unclear.

I want to SORT the transactions by category, as I would sort by date etc.  This does not seem to be possible - there is no little triangle indicating that option.

 

MirriamM
Moderator

Sort transactions by category / account

Hello there, Toni.

 

Let me join the thread and answer your question.

 

In QuickBooks Online (QBO), you can pull up the Transaction Detail by Account report to display the transactions and totals for each account in your chart of accounts. This makes it convenient for you to identify the category for each transaction.

 

To run the report, here's how:

 

  1. Go to the left menu and select Reports.
  2. Enter Transaction Detail by Account in the search box and open the report.
  3. Set the Report period and Accounting method.

 

If you wish to personalise the report to display the specific information you need, such as adding new columns and rows in QuickBooks, you can refer to this article for more details: Customise reports in QuickBooks Online.

 

Feel free to use the Reply button below if you have further questions, Toni. We're here to help.

Toni O
Level 2

Sort transactions by category / account

Thanks @MirriamM for weighing in.

 

Unfortunately this does not answer my question.

 

I want to sort the transactions in the categories in the transactions view, not in a report, so that I can use the checkboxes to edit or change multiple entries (for example to undo them).  Please confirm that this is not possible?

 

Secondly, if I were to use reports to do this, there is only "Transaction List by Supplier" and "Transaction List by Date" available to me. 

LollyNino_C
QuickBooks Team

Sort transactions by category / account

Hello there, @Toni O.

 

Thanks for getting back to this thread. Allow me to help you accomplish your task with QuickBooks Online (QBO).

 

Are you referring to the Banking page or Account Register? If it is with the Banking page, you can hover over the column header in the Category or Match header in the Sort icon (▲ or ▼) to sort the category transactions. Otherwise, you can click the Account column header to sort per category if it is with the Account Register.

 

I’ve added short clips for visual reference.

 

On the Banking page:

 

Bank Page.gif

 

Account Register:

 

chrome-capture-2024-6-2 (1).gif

 

Moreover, the Transaction Detail by Account report shows the category details. However, this is currently available for Essentials and Plus versions only.

 

Additionally, I've attached some relevant articles you can utilize to help personalize and manage reports in QBO:

 

 

You can inform us anytime if you need assistance managing transactions or connected banks inside QuickBooks. It'll be our pleasure to help you with the challenges you encounter inside the program.

Toni O
Level 2

Sort transactions by category / account

Thanks for your response @LollyNino_C 

Yes, this is what I'm trying to achieve in the banking transaction page.

However, the sort triangle only appears for Date, Description, Amount and Added or Matched.  The other headers do not allow me to sort (Payee, Category, Rule).  What you demonstrate is exactly what I want to do, but it doesn't work at all.

JoesemM
Moderator

Sort transactions by category / account

The Payee, Category, and Rule columns don't have a sort icon after the transactions have been categorised, Toni. I know how important these icons are to sort out all the details on your bank transaction page. Let me help you send a feedback request to our development team.

 

We want to let you know that we value and appreciate all feedback and suggestions related to our products. If you have any comments or requests for new features, you can directly submit them to our product engineering team by following these steps:

 

  1. Go to the Gear or Settings icon and select Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

Our Product Development team will receive your feedback directly to enhance your overall experience with the QBO. You can track all suggestions submitted through this channel: QuickBooks Online Feature Requests.

 

Also, I'll be sharing these resources that will guide you on how to automatically categorise transactions from your bank:

 

 

You can click the Reply button below for follow-up questions and clarifications about banking. I'm always ready to lend a helping hand. 

Toni O
Level 2

Sort transactions by category / account

Thanks so much for your input @JoesemM  - you have cleared it up for me.  I thought it might be my issue.

It would help me tremendously to sort transactions like this, so I will send feedback.