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How can I print out all transactions for the last 6 months, that have not been added to a Project?

 
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QuickBooks Team

How can I print out all transactions for the last 6 months, that have not been added to a Project?

I can help you create a report with a list of transactions that are not on projects, user89833.

 

To achieve this, we can use the Transaction List by Customer and Transaction List by Vendor reports for the last six months. Then, we'll export them to Excel, so we can easily remove the project transactions.

  1. Go to Reports.
  2. Search for Transaction List by Customer or Transaction List by Vendor.
  3. Adjust the date range and click on Run Report.
  4. Click the Export icon between the Printer and the Gear icons.
  5. Choose Export to Excel.

Please check out the screenshots for your visual reference.

projects.PNG

excel.PNG

After getting the data you need, you can press Ctrl+P to print your file. 

 

Feel free to always reach back out if you have challenges in getting specific reports or data in QuickBooks.