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October 2, 2021
Question

I would like to xtend the period currently set to last 30 days in deposits in overview

  • October 2, 2021
  • 1 reply
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1 reply

KlentB
October 3, 2021

Hi there, homesafe1.

 

I know another way on how to view your deposits.

 

The default date filter in the Deposit section of the Overview tab is Last 30 days. Currently, we're unable to change this period.

 

If you need to see the deposits beyond that date, you can click the chart to be routed to the transaction list. From there, you can adjust the date filter to view your deposits. Here's how:

 

  1. Select Sales from the sidebar menu.
  2. Go to the Overview tab.
  3. Scroll down to the Deposits section.
  4. Click the chart to view the transaction list.
  5. Select the appropriate filter from the Date drop-down menu.

Although, I can understand that you need customizable charts in the Overview tab to increase performance awareness. Rest assured, I'll take note of your ideas and suggestions to help improve your experience in QuickBooks Online.

 

I'm also adding this article to learn how to track the status of estimates, invoices, and payments: View sales transactions.

 

If there's anything else that I can help you with, don't hesitate to add a comment below. Have a good one.