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August 18, 2021
Question

Why can’t I see past transactions anymore? I process quite a few a day so need to go back and check?

  • August 18, 2021
  • 1 reply
  • 2 views
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1 reply

Moderator
August 18, 2021

I’m here to help so you can check your past transaction in QuickBooks, @liz___james-hotm.


In order to view your past transactions, you’ll want to filter the date properly. This way, QuickBooks will break down all transactions for that certain period.


Here’s how:

 

  1. Go to the Transactions menu.
  2. In the Last 12 months dropdown, select the date.
  3. You can also select the account and the type of transactions.


I’ve added a reference in case you need to add or import previous transactions to the program: Add older transactions to QuickBooks Self-Employed. It has all the instructions you need to get your records intact.


I’m always here to help if you need further assistance with your transactions. Just add them to your reply. Have a good one!