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Level 1

How do I stop QB from showing transactions from previous year?

 
2 Comments
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QuickBooks Team

How do I stop QB from showing transactions from previous year?

Hi there, 

 

It's good you're using QB to manage your transactions. I'll be happy to assist you with showing you how to filter your transactions.

 

By default register transactions are listed by most recent date. However, you can sort most registers using the following criteria.

  • Date: Sorts the list by transaction date
  • Ref no: Sorts the list by the transaction reference number
  • Type: Sorts by type of transaction
  • Payment: Sorts by the amount of the payment
  • Deposit: Sorts by the deposit amount
  • Reconcile Status: Sorts by the reconciliation status of the transaction

To check whether you can sort by the values in a column, hover over the column header. If an up or down arrow appears, you can sort by that column.

 

To add or remove columns, select the Gear icon above the Balance column and select or clear the checkboxes of the columns to add or remove.

 

The Balance column only displays a balance amount when the register is sorted by Date or by Reconcile Status. If you sort by any other column, the Balance column displays N/A.

 

Filter transactions

 

You can apply filters to reduce the number of transactions listed.

  1. Select the Filter icon.
  2. (Optional) Enter a specific reference number, amount, or name in the Find field to view any matching transaction.
  3. Select a filter to apply from the drop-down lists in the Reconcile StatusTransaction TypePayee, or Date fields, or enter a date range in the From and To fields.
  4. Select Apply.

The register displays only the transactions that match the filter.

 

Give this a try and if you're still having issues, I recommend contacting our support team using this link.

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Level 1

How do I stop QB from showing transactions from previous year?

Figured it out: SELECT & EXCLUDE the year(s) you do not want display. In my case there were all of 2019 was UNREVIEWED. I selected UNREVIEWED from the drop-down menu, chose SELECT, then chose EXCLUDE SELECTED.