How to sort transactions in date order

Accounting Software screenshot sorting by date 1

Accounting Software screenshot sorting by date 1

Transaction data in any table can be sorted into date order by clicking the ‘Tax Date’ column header.

Left clicking the header will cause it to cycle through the following options:

  • Sort in descending order - this sorts the data so that the oldest date is listed first
  • Sort in ascending order - this reverses the date order, listing the newest date first
  • Stop - this returns the data to its original, pre-sorted order
Accounting Software screenshot sorting by date 5

Accounting Software screenshot sorting by date 5

Alternatively, right clicking (or CMD+clicking for Macs) the column header, and hovering the mouse over the ‘Sorting’ option in the ensuing menu will offer the same options (see above).

Accounting Software screenshot sorting by date 6

Accounting Software screenshot sorting by date 6

The screenshot above displays our transaction data sorted into (descending) date order.

Please note, you can sort by any column header using this method.

For further information on ways to review your data, please see the following links: