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strandpam22
Level 1

I have 'save and close' my 'cash on hand' expenses data. Can someone please advise where it is saved?

 
1 Comment 1
ThomasJosephD
QuickBooks Team

I have 'save and close' my 'cash on hand' expenses data. Can someone please advise where it is saved?

Hi, strandpam22. Let me suggest some ways to locate the recently saved expense data in QuickBooks Online (QBO).

 

First, you can filter the date in the expense section to view the most recently saved data. Here’s how:

 

  1. Go to Expenses.
  2. Click the Filter.
    image (28).png
  3. Set the date.
  4. Click Apply.

 

Additionally, you can also click the clock icon in the upper-left corner of the open expense transaction. This will display all recently saved transactions.

image (29).png

 

Another method is by clicking the search/magnifier icon. This will show all recently saved or added transactions.

image (30).png

 

You can also utilize the Audit log, which records all activities inside QBO.

 

Furthermore, you can customize your reports in QBO to filter and display specific customers, or to format the layout to show the data you need. For detailed information, please read the article: Customize Reports in QuickBooks Online.

 

Should you require additional help locating your recently saved expenses, or if you have more questions about managing your transactions in QBO, please leave us a comment. We are happy to assist you.