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S
shavaides
August 19, 2022
Question

Out of order Bank Transactions

  • August 19, 2022
  • 1 reply
  • 0 views

Hi everyone,

I've been using QBO since the beginning of this year with this client specifically and have never encountered this problem until now. I have this client's business bank account connected to QB and when a transaction was made they were posted in order according to the date. Recently, for some reason, its been posting the transactions out of order. I understand it is not a huge inconvenience yet it was nice be able to following the order of the bank statement at the of the month. I have just started using a receipt scanner and uploading the receipt images to QB, that may have something to do with it. Any help would be highly appreciated!

Image Attached. 

1 reply

A
Archie_B
August 20, 2022

Thank you for sharing the details, shavaides.

 

I'm here to guide you in sorting your bank feeds transactions by date in QuickBooks Online.

 

Your transactions can be easily arranged in chronological order on your banking page.

 

Here's how:

 

  1. Go to Banking.
  2. Select the account tile you're working on.
  3. Toggle the dropdown ▼ button in the Date column to rearrange the transactions.

After that, you should be able to proceed categorizing and matching online bank transactions in QuickBooks Online.

 

I'm also adding this article for your future reference: Reconcile an account in QuickBooks Online. It contains detailed instructions for reconciling your accounts so that they always match your bank and credit card statements.

 

If you have any further questions, please do not hesitate to ask. I'm always willing to lend a hand. Have a wonderful day!

S
shavaidesAuthor
August 22, 2022

Thank you so much! It worked!

MichelleBh
MichelleBh
August 22, 2022

Hello, @shavaides.

It warms the heart to know that the steps provided by my colleague worked for you. For your future reference, you can bookmark our QuickBooks Help Articles. This page contains various topics with steps on how to manage your company. 

Please know that you're always welcome to post your questions here in the Community. Rest assured, we got your back.

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