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January 6, 2022
Question

You said I would like to see my most recent transactions. How do I set that up??

  • January 6, 2022
  • 1 reply
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I would like to see my most recent transactions. How do I set that up??

1 reply

Jen_D
January 7, 2022

We're delighted to help you set things up in QuickBooks, @info-brighterscl.

 

If you want to see your transactions in QuickBooks, you need to enter then using the create icon (+ New) found in the left toolbar. If you can't locate the menu, click the hamburger icon to reveal the navigation panel.

 

See this screenshot for reference:

 

From there, you can enter the sales, expense or adjusting transactions that you want to see in the program. If you're referring to the transactions from your bank, you have toe option to connect a bank account for online banking. This way, the system will retrieve the transactions from your bank, so you can categorize them.

 

You can find the transactions in several sections in QuickBooks, namely, the QuickBooks Dashboard, through the finder, customer/vendor profile, and on reports. See this link to learn more about looking up for QBO entries: How to search for transactions in QuickBooks Online

 

I'm adding some relevant links to help you out with QBO navigations and other tutorials:

 


Post again if you have other display concerns in QuickBooks Online. I'll be right here to help anytime. Have a wonderful day!