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A
acctsmatter
April 10, 2024
Question

QBO's Bottoms-up Bank Register

  • April 10, 2024
  • 1 reply
  • 0 views

The is no common language that is read from the bottom-up and it is a rare day when I open my bank register because I'd like to see the very first transaction I ever recorded. So please give me any logical reason that QBO opens all bank registers to the oldest transaction - requiring me to manually relocate to the latest transaction?

 

I must chalk it up to an overall complete disregard for the people that allow Intuit to continue operating their ignorant pious behemoth of a corporation that has outlived it's usefulness. It's hilarious they bother to feign a desire to know what improvements we'd like to see. How about a 5-year hiatus on adding useless features to focus on getting the software to actually work 1/2 as well as the desktop version they've kicked to the curb - along with this 25-year veteran user. I can't say RIP Intuit, but RIH seems appropriate.

1 reply

A
Anonymous
April 10, 2024

Hello there.

 

I recognize that organizing the date in your Bank Register with QuickBooks Online is urgent, and I'm here to help you sort this out.

 

Unfortunately, we can't control the order in which transactions appear in QuickBooks but we can sort them by date to see the most recent ones first. To do this, just toggle on the Date header drop-down and make sure the arrow is pointing downward. This will sort the list from the latest to the oldest transactions.

 

Here's a screenshot to guide you:

To learn more about categorizing online banking transactions in QuickBooks Online, you can check out this article on setting up bank rules: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

Moreover, you may also want to visit this article on reconciling your accounts to ensure they match your bank and credit card statements: Reconcile an account in QuickBooks Online.

 

If you need further assistance with managing your bank transactions in QuickBooks or anything else, please feel free to leave a reply below. Have a great day!

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