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September 30, 2023
Question

Is it possible to modify the transaction date range showed? I'd like to see my bank transaction happened before the 1st of january 2023

  • September 30, 2023
  • 1 reply
  • 0 views
I?m trying to find the section in which I've selected the time range that needs to be showed, but I can not find it, anyone know? thanks a lot

1 reply

September 30, 2023

Yes, it's possible, @lorenzoceppaluni. I'm here to guide you on how to do it.

 

You can follow the steps below to modify the date range on the banking page. This way, you'll be able to see the transactions you need. Here's how: 

 

  1. Go to the Banking menu.
  2. Select the tile of your bank.
  3. Click the All Dates drop-down.
  4. From there, you can customize the date range.
  5. Tick Apply to save the changes.

 

You might want to review this handy resource to help you review your downloaded transactions and put them in the correct account: Categorise and match online bank transactions in QuickBooks Online. Then, reconcile your account to ensure the amounts match your bank and credit card statements.

 

If you have any further questions or concerns about managing accounts and transactions in QBO, please know that you can always tag my name. I'm here to help you in any way I can. Keep safe always.