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.

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.

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.

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. 

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:

Account Register:

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:

• Customise reports in QuickBooks Online.
• Memorize reports in QuickBooks Online.

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.

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.

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.

Please fix this. Once they are categorized you have to view them in that tab and there are no sort arrows.  Just add the sorting arrows to the Category tab in the header bar.  This is super basic and its probably a result of poor test scripts.