A.2.5 Group Transactions | Scribe

    A.2.5 Group Transactions

    • 6 steps
    • QuickBooksQuickBooks
    • AkadianAkadian
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    Start in the Sample company.
    1
    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.
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    Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
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    Now let's get started with the exercise.
    2
    From the left navigation bar, hover over Transactions, then select "Bank transactions".
    3
    Click the "X" to exit the pop-up.
    4
    Click the small gear icon, located above the "Action" column.
    5
    Click the toggle next to "Turn on grouping". This will turn green, indicating it is turned on.
    6
    Click "DESCRIPTION" to sort by description.
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    The transactions are now grouped alphabetically by description.

    🎥 Video

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

    📚 Get the Full Course

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    This exercise comes from our advanced level ProAdvisor certification course. Do more like it and pass your QuickBooks Advanced ProAdvisor certification course in one weekend by [clicking here.](https://www.fastandeasyqbo.com/advanced)

    📝 Feedback

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