How To Sort Check Register In Quickbooks Online

You may find this option in one of two places depending on the version of quickbooks online you re on.

How to sort check register in quickbooks online. Sorting a list in quickbooks online. In the actions column select account history. I m going one by one down the register and it s taking forever as there are thousands of transactions. You can sort employees in alphabetical order and reverse alphabetical order by pay method or by status active or inactive. The default sort method is date of transaction then type of transaction then the transaction number or reference.

Find and select the account history you want to review. In the payee field select a payee from the drop down list or type a payee name. By default qbo sorts the entries on these pages alphabetically by name in ascending order. In the date field type or select the check date. Here you see a bank account register in qbo.

In the number field type the check number. You can also sort your bank register based on your preference. Select the accountingmenu and select chart of accounts. You can sort it by date reference number and amount. Open your check register as normal ctrl r is your keyboard shortcut to get you there and then take your gaze to the lower left hand portion of the screen as shown below.

If the payee is not already in the list the name not found popup opens. I m in the check register for an account and am currently assigning accounts to each transaction ex. You can filter journal entries or just leave the filter field blank to view all. To record a check using the account register. In the top tool bar select reportsselect employees payrollselect employee contact list from the drop down listonce inside the report select modify report in the report tool barin the column section remove the check marks from the information choices you don t need in the column section place a check mark next to employee in the column section place a check mark next to earnings 1 rate this will customize the report to include only employee names salary wage amounts.

Open the bank account register. If goes from 1 1 18 to 12 31 18. Registers in quickbooks online qbo look very much like the registers that banks give you along with handwritten checks. Sort a bank register in quickbooks online. If you re looking for historical journal entries then select the date period from the date filter dropdown menu.