LollyNino_C
QuickBooks Team

Other Questions

Hello there, @Toni O.

 

Thanks for getting back to this thread. Allow me to help you accomplish your task with QuickBooks Online (QBO).

 

Are you referring to the Banking page or Account Register? If it is with the Banking page, you can hover over the column header in the Category or Match header in the Sort icon (▲ or ▼) to sort the category transactions. Otherwise, you can click the Account column header to sort per category if it is with the Account Register.

 

I’ve added short clips for visual reference.

 

On the Banking page:

 

Bank Page.gif

 

Account Register:

 

chrome-capture-2024-6-2 (1).gif

 

Moreover, the Transaction Detail by Account report shows the category details. However, this is currently available for Essentials and Plus versions only.

 

Additionally, I've attached some relevant articles you can utilize to help personalize and manage reports in QBO:

 

 

You can inform us anytime if you need assistance managing transactions or connected banks inside QuickBooks. It'll be our pleasure to help you with the challenges you encounter inside the program.