Work with bookkeeping transactions list

Note

This feature is currently not available for firms in the EU region.

This article covers how to filter, sort, and manage your transaction list. To perform actions on an individual transaction, refer to the corresponding article .

To view transactions, go to the client’s account and open the Transactions tab.

Work with the list

The Transactions page lets you manage your transaction list by filtering, sorting, and customizing the table to find the transactions you need.

The page has three tabs:

• Needs review: Transactions not yet marked as completed.
• Reviewed: Transactions you’ve already marked as completed.
• All: All transactions.

Use the options below to get the most out of your transaction list.

Filter transactions list

Using filters , you can quickly find uncategorized transactions, and then ask clients questions about specific transactions , review client responses, and categorize transactions.

To narrow down a list of transactions, click Filter in the top-left, and select the filters.

Save your filter combinations as presets for future use.

If nothing was found, you can clear all filters by clicking Reset filters.

For a full list of available filters, see Available filters below.

Sort transactions list

Sort transactions by Vendor/Payee, Date, Type, Amount, Description, or Account. Click the up-down arrows next to the chosen column name to sort the list. The sorting option can also be applied after filtering transactions.

Customize columns

You can customize your transactions list in various ways: resize, enable, disable, and move columns to your liking.

• Resize columns: Click and hold the divider between column names and resize it by moving your mouse.

• Choose which columns to display: Click the gear icon at the top right of the table.

Here, you can select the columns you want to be displayed and change their order. In addition to the default ones, you can add Location and Class columns, or hide any that you don’t need. You can enable, disable, or move any columns you want. After clicking Apply, the table will be rebuilt with the new settings. Click Reset to restore all columns.

For a full list of available columns, see Transaction list columns below.

Reference: Transaction list columns

Column	Description
Date	When the transaction took place
Type	Deposit, Expense, Check, or Credit card credit
Amount	Sum of the transaction
Description	Transaction memo from bank feed
Account	Account associated with the transaction
Split	Category associated with the transaction. If a transaction was split into multiple line items with different categories assigned to each, the Split column reflects these details
Communication with client	Field for your questions about transactions . Statuses: Ask client (no question asked yet), Awaiting response (question asked, client hasn’t answered), Answer received (client has answered), Finished (conversation finished)
Attachments	Documents your client has attached to the answer. The green label shows the number of attached files
Actions	Mark the transaction as completed to move it from the Needs review tab to the Reviewed tab. The communication can be reopened at any time

Reference: Available filters

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