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Tony Wi
Level 1

New user

I am Treasurer of a charity and began a subscription to Quickbooks on 8th October to replace a package that is no longer supported. Our year end is 31st August but when I enter transactions before that date they appear in the bank account but not in the receipt or expense account. It seems that reports only pick up transactions from 8th October. How do I view all transactions from the start of the financial year?

2 REPLIES 2
Fiat Lux - ASIA
Level 15

New user

Which app did you use before? You may have 2 ways to migrate data

1. Prepare your data in XLS/CSV from that app and utilize an importer tool. Start to import from CoA, Lists, and Transactions.

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party conversion service.

Contact us in private for details.

 

 

Archie_B
QuickBooks Team

New user

Hi there, Tony Wi.

 

Let me join and share some information about reports in QuickBooks Online.

 

We can filter the Report Date to your desired date range, This way, we view all transactions in a given period.

 

Here's an article to help you personalise your own reports: Customise reports in QuickBooks Online.

 

Get back to me if you still have other questions about reports. I'll be in touch. Have a good one!

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