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September 30, 2020
Question

Why does the date filter in Banking no longer include "Last Fiscal Year"?

  • September 30, 2020
  • 1 reply
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1 reply

PatriciaT
September 30, 2020

Hi jimmy77,

 

Thanks for joining us! I'm glad you're using Online Banking in QuickBooks Online to automatically download your transactions in your books. Choosing the proper date filter in your account enables you to easily sort out your transactions. I'll be happy to share more on this. 

 

In both the Categorized and For review tab in the Banking menu, you can filter your transactions by date using several filter options. Last Fiscal Year isn't currently part of the list of date filters, and you could perhaps explore the option Custom to insert your date range. Other filters you can choose from include: All dates, Today, Yesterday, This week, This month, This quarter, This year, Last 365 days, Last week, Last month, Last quarter, and Last year. I know how date filters save time when sorting transactions, and I invite you to submit feedback directly to our engineers if you'd like to see more. We are always looking at ways to improve our product, and your opinion helps a lot with that.

 

Feel free to stop by any time if you need anything else!

 

Have a great day

 

 

jimmy77Author
September 30, 2020

It used to be an option, and it continues to be an option for the date filters of the other screens.

 

It's an accounting program, obviously filtering on fiscal years is important.

 

How does one go about raising this as an issue with the development team?

jimmy77Author
September 30, 2020

Sorry just saw the developer feedback link, thanks!