How do I arrange bank account transactions in date order?

Good day @fionahutchinson.

I can see the convenience of arranging bank transactions by date. I'm here to share basic troubleshooting to resolve this display issue.

I've replicated your concern on the Banking page and verified that the date displays according to the current or older transactions. The sorting includes the following page.

One of the reasons for the sudden display changes in the program is the cache piled up on your browser. To isolate this, let's use a private browser to access your QuickBooks account. It doesn't retain cache files that affect the program's performance, so we can isolate if this is a browser issue.

Here are the keyboard shortcuts you can use:

• For Firefox, press Ctrl + Shift + P
• For Chrome, press Ctrl + Shift + N
• For Safari, hold down Command + Shift + N

Once done, check to see if the bank transactions appear correctly. If this works, clear the browser's cache to start with a clean slate. Please ensure not to include the cookies as it may disconnect your bank and remove your transactions in the program. You can also use other supported browsers as alternatives.

See this article to review downloaded bank transactions and put them in the correct accounts: Categorise and match online bank transactions in QuickBooks Online.

Feel free to scan through this guide for reconciling your accounts in the program: Reconcile an account in QuickBooks Online.

That should help verify if the date arrangement is a browser issue. If you have any other banking-related concerns, add a comment below. I'll be here to assist you further. Goodbye for now.

Hi JamaicaA,

Unfortunately that didn't work. Are there any other suggestion?

Hi there, Fionna.

I want to ensure I can supply you with the resolution to your concern. That said, can you provide more information about your query? Would you like to arrange the date on the next page in your bank feeds? You can also attach a screenshot so we can get a glimpse of your current situation and be able to provide appropriate advice to get this sorted out as soon as possible.

Please don't hesitate to leave a comment below. I'll make sure to get back to you as soon as possible. Stay safe!

When i arrange in ascending or descending order this is what happens:-

Thanks for sharing the screenshot, Fionna.

I tested this in my QBO account and the date setting is applied to the next page. I can also see form previous replies that all possible troubleshooting that we can share in the Community have already been given to you. 

In this case, I would recommend reaching out to our chat support team. They can take a closer look at this to check why the date arrangements are not applied to other pages. 

Here's how to reach out to them: 

1. Click the Help menu in the upper-right hand corner.
2. Type in Support and press Enter. 
3. Click Contact Support Team and enter a brief description of your concern, then press Enter.
4. Select No I still need help and click Contact Support Team.
5. Click the Chat option to initiate a chat conversation. 

Let me also share these banking-related articles for additional guidance:

• Unmatch Downloaded Bank Transactions or Move Them to Another Account
• Undo or Remove Transactions From Reconciliations in QuickBooks Online

The Community is always here if you need anything else.