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October 22, 2022
Question

How do i rearrange the items listed on reconcile page? they are listed by payment amount. I need them listed by transaction date.

  • October 22, 2022
  • 1 reply
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how do you arrange items on reconcile page?

1 reply

DivinaMercy_N
October 22, 2022

Welcome to the Community, @twp2012. I'm here to help you rearrange the item list on the reconciliation page in QuickBooks Online (QBO). 

 

To clarify, are you referring to the arrangement of the column headers on the reconciliation page? Any information you can add is a great help so I can provide a timely solution. I'd also appreciate it if you can attach a screenshot of the page you're having a problem with. If yes, the option to do so is unavailable. This is the default arrangement in the program. 

 

If you're referring to sorting the list of items or transactions by ascending or descending order, simply click the Sort icon beside the column header's title. Please see the snip below:

 

For reference, feel free to visit this article: Find, review, and edit transactions in the account history in QuickBooks Online. 

 

Once everything is fine, you can proceed with reconciling your account. 

 

When done, you can review the session by pulling up a reconciliation report. For detailed steps on how to get one, check this link: How do I view, print, or export a reconciliation report?.


Please don't hesitate to post again here if you have any other concerns about managing your reconciliation page. I'm always here ready to lend a hand. Have a good one.