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February 26, 2023
Question

How can I view all of my transactions from 2022?

  • February 26, 2023
  • 1 reply
  • 0 views
I’m only seeing Nov. and Dec.

1 reply

February 26, 2023

Hey there.

 

Allow me to assist you today in viewing all your transactions from 2022 in QuickBooks Online (QBO).

 

First off, what report are you trying to pull up? In QBO, we have the option to customize the report to make it appear the way we want it to be and even filter the date. In your case, you can adjust the Report period to show all the 2022 transactions. 

 

Please note that the Date section might appear differently depending on the report, but it's always located in the upper-left part of the report page.

 

 

Also, there is a variety of reports in QBO that we can run to view transactions. To mention such, we have Transaction Detail by Account, Recent Transactions, Transaction List by Customer, Transaction List by Date, and more. 

 

Let's run the Transaction List by Date as an example:

 

  1. Go to the Reports menu.
  2. Type Transaction List by Date in the Find report by name section.
  3. Click on the report to open.
  4. Click on the date dropdown button.
  5. Select Custom dates.
  6. Filter the date and click anywhere for the report to show based on your preferred date.

 

You can also customize it to show specific data.

 

Moreover, you can utilize this article that I've added in case you want to memorize a report to save it with its customization settings: Memorize reports in QuickBooks Online.

 

Drop a reply anytime if you still have questions or concerns with accessing data in QBO. I'll be here to assist you further. Take care and have a nice day ahead.