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June 5, 2025
Question

Can I view all the expenses from 2023-2024?

  • June 5, 2025
  • 1 reply
  • 0 views

How can I view all expenses from the very beginning?

1 reply

June 5, 2025

We can view all expenses in two ways and filter them to specific dates, Romsan.

 

We can navigate to the Expenses tab to view all your expenses transactions. Filter it to a Custom date and enter 2023 to 2024.

 

Here's how:

 

1. In your Expenses section, choose the Expense from All Transactions dropdown.

2. Click the Filter and select Custom under the Date section. Enter the specific date range.

3. Lastly, Apply.

 

 

See sample results here:

 

 

Another way is by pulling up a Transaction List by Date in the Reports tab. Customize and apply filters to show the data.

 

Here's how:

 

1. Locate the Transaction List by Date from the Reports tab.

2. Choose your required Report Period as Custom Date and enter 2023 to 2023.

4. Click the Filter and choose the Transaction Type.

5. Next, choose Equals and Expense from the dropdown

See Sample Results here:

 

In case you want to save the current settings of your report, you can memorize them. For detailed instructions, see this link: Save a customized report in Quickbooks Online.

 

Should you need further help with your expenses in QBO, feel free to reach out to us again.