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June 12, 2024
Question

I tried to find a categorized transaction from 2 years ago to correct the category but the systems doesn't show me over 1 year . How can I do it ?

  • June 12, 2024
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1 reply

June 12, 2024

Hello avazfoodltd-gmai,

 

Welcome to Community!  Categorizing your transactions in QuickBooks Online, is essential in keeping your accounts balanced.  You can filter your bank feed to a specific date, to simplify the process.  However, it's important to note that making changes can affect other areas of your books.  For this reason, I highly recommend reaching out to an accounting professional for their expertise and best course of action.  They'll also be able to reclassify the transactions for you.  If you don't have an accountant, you can search for a ProAdvisor in your local area by following this link.

 

If you have any other questions, feel free to reach back out.  We would be happy to help!