How can I search and sort through my transactions?

Hello, Sheila.

I’m here to assist you with categorizing your transactions in QuickBooks Online (QBO).

The search option is currently unavailable on the banking page. However, you can easily sort your transactions by selecting the Date dropdown. Here’s how:

1. Go to the Banking section.
2. Select the Banking tab.
3. In the For Review tab, click the Date dropdown under Batch actions.

Once you’ve sorted the transactions, you can begin categorizing them.

Additionally, could you please share some screenshots? This will help me ensure we're on the same page.

Moreover, here’s a helpful guide on how to reconcile your accounts in QuickBooks to ensure they match your bank and credit card statements: Reconcile an account in QuickBooks Online.

If you have any further questions about managing your bank transactions, feel free to reach out. We're here to help anytime!