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January 3, 2022
Question

How do I start this account at the beginning of 2022 - without viewing all of my 2021 banking transactions. I only want to see 2022.

  • January 3, 2022
  • 1 reply
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1 reply

Jen_D
January 5, 2022

Thanks for sharing this QuickBooks Self-Employed concern, Denis.

 

I want to help manage your transactions in the program. For this, if you only want to start with only 2022 entries, you may delete the transactions. Otherwise, you can filter the dates whenever you access the Transactions page.

 

To delete the entries, follow the steps below:

 

  1. Go to the Transactions page.
  2. Mark the boxes next to the transactions you want to get rid of.
  3. Click the Bin icon to delete.
  4. Press Apply when done.

 

For your second option, you can filter the view to for this year by selecting Year to date. See this:

 

 

Here are some related links to get your way around QuickBooks Self-Employed:

 

 

Post here anytime if you have other program concerns or additional questions about this bank transactions topic. Have a nice day!