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51502
Level 1

I switched from quickbooks desktop to quickbooks on line. I had almost 20 years of purchase history from some customers. Now it only goes back 2 years. How do I look at Invoices older than 2 years?

Hoiw do I see invoices going back back10 years?

 

2 Comments 2
JaeAnnC
QuickBooks Team

I switched from quickbooks desktop to quickbooks on line. I had almost 20 years of purchase history from some customers. Now it only goes back 2 years. How do I look at Invoices older than 2 years?

I can help you run a report to view the list of invoices older than two years in QuickBooks Online (QBO), @51502.

 

Before doing so, may I verify if only two years' worth of transactions were imported when migrating from QuickBooks Desktop (QBDT) to QBO? Or were you trying to run an invoice report in QBO, and only two years of information was displayedWe'd appreciate any additional information you can give so we can have a better understanding of the issue and provide a more appropriate resolution.

 

As long as the import process from QuickBooks Desktop (QBDT) to QBO is successful and you haven't condensed your company file in QBDT, you can run the Invoice List by Date report to view the list of invoices up to ten years of date.

 

To do that:

 

  1. Go to Reports and search Invoice List.
  2. Click Switch to Classic View.
  3. In the Report period dropdown, click Custom and set the date from ten years ago up to date.
  4. Select Run report.

 

It's important to note that certain limitations exist when migrating from QBDT to QBO. Subtotals don't move, including progress invoices, customer custom fields, and recurring payment transactions. For in-depth information about the limitations, please see this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

Additionally, please review this resource to guide you on what to do next after transitioning from QBDT to QBO: Learn what to do after you move from QuickBooks Desktop to QuickBooks Online.

 

If you have further questions about migrating your QBDT data to QBO, we're here to provide prompt assistance. Feel free to reach out, and we'll ensure your queries are addressed. Stay safe and have a great day!

Deity Alpha
Level 7

I switched from quickbooks desktop to quickbooks on line. I had almost 20 years of purchase history from some customers. Now it only goes back 2 years. How do I look at Invoices older than 2 years?

@51502 

Which QB Desktop year version did you use?

 

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