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March 8, 2021
Question

How do I find invoices and estimate from the last 2 years?

  • March 8, 2021
  • 1 reply
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1 reply

IamjuViel
March 8, 2021

Greetings, @rdm-propertycare.

 

I can walk you through the different ways to locate your transactions in QuickBooks. 

 

First, you can use the Advanced Search options. Here's how:

  1. Hover to the Magnifying Glass.
  2. Enter the date, amount, or transaction number you’re looking for, then select the desired transaction.
  3. If the transaction you're looking for does not appear on the results list, click  Advanced Search.  
  4. Adjust the filters to find the type of data you want. You can use the following: 

Alternately, you can run the Transaction List by Date report. It displays a list of all your transactions sorted by date. You can follow these steps:

  1. Go to the Reports menu.
  2. Scroll down to the For my accountant section.
  3. Select Transaction List by Date.
  4. Set the Date range to include last 2 years.
  5. Expand the Filter section.
  6. Click the drop-down arrow.
  7. Mark the Invoice and Estimate tick box.
  8. Click the Run Report button. 

Lastly, you can view your account's Audit Log. This way, you'd know whether the transactions were deleted or voided or edited. 

 

Leave a comment below if you have other questions or concerns. I'm always here to help.