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January 30, 2021
Question

I have been uploading accounts and data for a couple hours, I try to scroll thru transactions and it won't show e more than the first page of transactions...how do I see all that I inputted?

  • January 30, 2021
  • 1 reply
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1 reply

January 31, 2021

Hello there, @nailbender26-msn.

 

You may have filtered a specific type of transaction on the Transactions page. That's why it's only showing you the first page/set of your uploaded data. Let's filter all the types of transactions you have so you can view them accordingly in QuickBooks Self-Employed (QBSE). Here's how:

  1. Go to the Transactions menu.
  2. In the Type drop-down button, select ALL.
  3. In the Accounts, Date, and Tags fields, select the info you need.
  4. Scroll down to view all your transactions.

 

I've attached a screenshot below for your reference.

 

After that, you'll have to review and categorize the transactions you've uploaded. This is to keep your financial data accurate and monitored effectively. You can refer to this article for the step-by-step guide: Categorize transactions in QuickBooks Self-Employed. It also includes details about income and expense categories in the system.

 

Let me know if you have other concerns about managing your transactions in QBSE. I'm just around to help. Take care always.