I need to access my 23/24 data so I can do my tax

QB Desktop or QB Online?

We can pull up the Transaction Detail by Account report to view all your transactions from 2023 to 2024, @baysideclean.
 

This report provides a detailed breakdown of transactions, and you can filter the date range from 2023 to 2024 to focus on specific periods.
 

Here's how:
 

1. Select the Reports menu.
2. Search for Transaction Detail by Account.
3. Filter the date range.
   
   
    

In addition, QuickBooks offers ready-made tax-specific reports that you can choose from the list to simplify your tax documentation.

Here's how:
 

1. On the Reports page, scroll down to the Manage Taxes section.
2. From there, choose which of the reports from the list you'd like to pull up.
   
   
    

Feel free to add your additional concerns below.