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P
PQ1
November 22, 2024
Question

Quickbooks online How do change the date range in bank transactions so Idon't have to page through 8 years of transactions every time I open it

  • November 22, 2024
  • 1 reply
  • 0 views

Every time I open the bank transactions page I have to page through 8 years of bank transactions 

until I reach the date I require, which is usually the current month. All the old transactions are what Quickbooks online downloaded from my desktop app when I switched to Online.

Thanks or your help.

1 reply

JaeAnnC
JaeAnnC
November 22, 2024

I'll show you how to filter your bank transactions in QuickBooks Online (QBO) according to date, @PQ1.

 

To streamline the search process of your bank transactions, you can utilize the filter section on the Transactions page. Here's how:

 

  1. Go to Transactions and select Bank Transactions.
  2. Click the For Review page.
  3. Select the All Dates dropdown and enter the range in the From and To fields.
  4. Click Apply.

 

Moreover, reconcile your accounts in QBO to ensure they correspond to your bank statements.

 

Furthermore, QuickBooks Live Assisted can be a great avenue for one-on-one assistance and peace of mind when handling bank transactions.

 

Please keep the conversation going if you have other questions concerning bank transactions. We'll be happy to lend you an extra hand.

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