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October 12, 2021
Question

Hi, is there a way to filter my banking transactions from the date I became self employed and not just all transactions?

  • October 12, 2021
  • 1 reply
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1 reply

JessT
October 12, 2021

Hi amelia-o-hotmail!

 

This is quite an interesting filter. The ones available right now are those commonly used in a business setting, such as transaction type, account, period, and tags.

 

You may want to consider the date of your first invoice as the start date of using QuickBooks Self-Employed, and then you can filter transactions from there. Just go to Invoices and click the DATE header to resort your transaction to oldest or newest. It's easy to find the oldest transaction this way.

 

If you want to see references for QuickBooks Self-Employed, just go to the main support page and click More topics.

 

I'm just around if you have other questions about your transactions. Wising you more profits for your business! Take care!