Can someone tell me how to review all the bank/visa transactions by date to ensure my bookkeeper put the transactions in the correct categories?

Hi brendan-tss-ca,

Welcome to Community!  QuickBooks Online is a dynamic program that provides the features you need to accomplish your goals seamlessly.  I'd be glad to assist!

Using the Reports Center is a great way to view the desired information at a glance.  Here's how to run a transaction report;

1. Open Reports from the left menu

2. In the Search field, enter Transaction Detail by Account

3. Click Customize

4. Enter the preferred Report Period by using the ▼ dropdown menu

5. In the Rows/Columns section choose Group by Account

6. Open the Filter to select any other information you'd like to appear on the report

7. Hit Run report

Additionally, you can view transactions in a specific account directly from the Chart of Account, by following these steps;

1. Go to Settings ⚙ and select Chart of accounts (Take me there)

2. Locate the account and use the Account history ▼ dropdown menu in the Action column

3. Select Run report.

Here's a helpful guide about reports in QuickBooks Online, for your reference.

If you have any other questions, please don't hesitate to reach back out.  We'd love to help!

You could also look at the bank register