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January 18, 2024
Question

How can I make year-to-date my default search across all categories?

  • January 18, 2024
  • 1 reply
  • 1 view
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1 reply

Level 10
January 18, 2024

 

I'll describe how the search feature in QuickBooks Self-Employed (QBSE) works, enabling you to manage your transactions effectively, psupoor.

 

Making the year-to-date filter the default search in the Transactions menu isn't currently an option in QBSE. You'll have to manually select it in the Date drop-down field to access the desired range. Please see the screenshot below for your reference.

 

 

Additionally, categorize your downloaded transactions to put them on the correct line of your Schedule C

 

You can always get back to this thread if you have other concerns about searching and categorizing transactions in QBSE. We in the Community are always ready to help you out.