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July 24, 2024
Question

Can i return my bank transactions to be in date order, now its changed to groups of similar transactions , how do i get it back?

  • July 24, 2024
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1 reply

July 24, 2024

Good day, Mary. You can indeed sort your bank transactions by date. Let me assist you with that.

 

Before we proceed, could you please confirm which section in QuickBooks you'd like to arrange your transactions by date? This will allow me to give you the correct steps to address your concern. Any additional information you can provide would be greatly appreciated.

 

If you're on the Banking page, click on the Date column to organize your transactions chronologically. You can refer to the images below for guidance:

If you're in the bank's register, click on the Date column next to Ref. No. Type instead.

Additionally, QuickBooks allows you to generate financial reports to track your business's status and focus on your priorities.

 

Please feel free to ask if you have any further questions about rearranging your transaction order. I'm here to help.