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May 12, 2021
Question

I added a few accounts yesterday for 2020 tax preparation. However, I noticed the transactions pulled are just 2021. Any way 2020 transactions can be pulled? Thanks.

  • May 12, 2021
  • 2 replies
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2 replies

May 12, 2021

I can show you how to prepare your transactions for last year, info1623.

 

You can select the date range or year when filtering the transactions. Let me show you how: 

 

  1. Go to the Transactions menu. 
  2. Under the Type drop-down select the type of transactions. 
  3. Click the account under the Account drop-down. 
  4. For the Date, select Last year. 

If you're running the tax reports. Just select 2020 tax year and then View or Download

 

Feel free to use these links in handling your taxes: 

 

I'll be here if you need help in preparing your taxes. Take care!

john-pero
May 12, 2021

I assume you added BANK type accounts. Normal upload is limited to 90 days. Follow the steps here to get more transactions.

https://quickbooks.intuit.com/learn-support/en-us/other-questions/how-to-upload-more-than-90-days-of-bank-transactions/00/234321