Does anyone know how to access recorded expenses past 12 months on the simple-active subscription of quickbooks. I need access to recorded expenses back to Jan 2024.

Hi, @danuwellnessphys. In the Receipt tab, there are two sections where you can locate expense transactions and receipts. For the matched ones, search them in the Reviewed option, and for those that are not, find them in the For Review.

Also, you need to go to the Filter and enter the Dates and Account/Category. Once done, click the Apply tab.

While you're working on it, accessing your recorded expenses from the past 12 months is possible by generating the Transaction List By Date report and customizing it based on account. 

Here's how:

1. Go to Reports and select Standard.
2. Enter the Transaction List By Date in the search field and click it.
3. Move your cursor to the Customize tab.
   
4. From the Report period section change it to last year. Then, in the Filter option, tick the Expense tab.
   
5. You also have the option to modify the Rows/Columns. Afterward, Run report. This should display your previous year's expense transactions.

This should display your previous year's expense transactions. 

In the meantime, you can delete the cache files of your default browser to remove outdated and damaged data that causes unnecessary errors. You can also clear Intuit-specific cookies to refresh website preferences and restart your QuickBooks account. For detailed information, check out this article: Clear cache and cookies to fix issues when using QuickBooks Online.

In case you're interested in having a soft copy of your report outside QuickBooks, consider visiting this article: Export your reports to Excel from QuickBooks Online.

For additional questions about acquiring snapped receipts and managing expense transactions, don't hesitate to return here. I'm all ears to listen and help you.