To complete this exercise, you must be in the Sample company. From your QBOA account, click on the Gear icon on the top right corner of the screen, then select Sample company.

Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm. 

From the left navigation bar, hover over Transactions, then select "Bank transactions".

Click the small gear icon, located above the "Action" column.

Click the toggle next to "Turn on grouping". This will turn green, indicating it is turned on.

Click "DESCRIPTION" to sort by description.

The transactions are now grouped alphabetically by description.

Want to follow along? [Click here](https://youtu.be/JuyRjgT6zcA) for our video walk-through.

Questions/Problems/Concerns?[ Send feedback.](https://www.bookwidgets.com/play/k6rmQMKk-iQAEzXMdagAAA/BEXUQBE/feedback-scrib?teacher_id=6434462993219584)

QuickBooks

QuickBooks is a widely-used accounting software developed by Intuit, designed to simplify financial management for businesses of all sizes. It provides a user-friendly platform for tasks like invoicing, expense tracking, payroll processing, and generating financial reports. QuickBooks automates many financial processes, making it easier for businesses to monitor their financial health, prepare taxes, and manage cash flow. With its various versions and integrations, QuickBooks caters to the needs of freelancers, small businesses, and larger enterprises, offering a flexible and comprehensive solution for efficient accounting and financial management.

app.qbo.intuit.com

fastandeasyqbo.com

Scenario: While working on Craig's bank feeds, you realize that it would be helpful for your workflow to group all of the transactions by Bank Description. 

How could you set this up?

A.2.5 Group Transactions

🎥 Video

📝 Feedback