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August 22, 2023
Question

bank register

  • August 22, 2023
  • 2 replies
  • 0 views

is there a way to view only the current year transactions in QB desktop bank register?

2 replies

DHeraV
August 22, 2023

It's good to have you here in the Community forum, @slagesse.

 

At the moment, QuickBooks Desktop (QBDT) does not have the feature to specifically display transactions from the current year in the bank register. I understand the advantages of having this feature, as it would allow you to filter and show only the transactions you need.

 

In the meantime, it's best to relay your feedback directly to our Product Developers. They are genuinely interested in hearing your input and strongly encourage you to share your suggestions by providing feedback.

 

To send your input, here's how:

 

  1. In your QBDT file, go to the Help menu, then select Send Feedback Online.
  2. Click Product Suggestion.
  3. Choose a feedback type and product area on the QuickBooks Feedback window.
  4. Enter your suggestion or feedback, name, and email address (optional).
  5. Select Send Feedback Online.

 

You may also want to check out this article to help you with categorizing transactions in QuickBooks: Create rules to categorize transactions in QuickBooks Desktop.
 

If you require further help regarding your banking needs, generating reports, or any other assistance, kindly let me know by leaving a response below. I will make sure to respond promptly and offer the necessary support you need.

BigRedConsulting
October 14, 2023

There's no way to filter the register, but also no need to scroll up to prior years.

 

How does having the prior years in the register pose a challenge?

slagesseAuthor
October 16, 2023

Yes it does.  When searching for a transaction it will search through  all of the years.  If only the current year was visible it would be a lot less time consuming.  

BigRedConsulting
October 16, 2023

Do you mean register "Go To"?  If so, it can start at the bottom or the top of the register.  To start at the bottom, open it, enter your search, and then click the Back button.