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slagesse
Level 1

bank register

is there a way to view only the current year transactions in QB desktop bank register?

6 Comments 6
DHeraV
Moderator

bank register

It's good to have you here in the Community forum, @slagesse.

 

At the moment, QuickBooks Desktop (QBDT) does not have the feature to specifically display transactions from the current year in the bank register. I understand the advantages of having this feature, as it would allow you to filter and show only the transactions you need.

 

In the meantime, it's best to relay your feedback directly to our Product Developers. They are genuinely interested in hearing your input and strongly encourage you to share your suggestions by providing feedback.

 

To send your input, here's how:

 

  1. In your QBDT file, go to the Help menu, then select Send Feedback Online.
  2. Click Product Suggestion.
  3. Choose a feedback type and product area on the QuickBooks Feedback window.
  4. Enter your suggestion or feedback, name, and email address (optional).
  5. Select Send Feedback Online.

 

You may also want to check out this article to help you with categorizing transactions in QuickBooks: Create rules to categorize transactions in QuickBooks Desktop.
 

If you require further help regarding your banking needs, generating reports, or any other assistance, kindly let me know by leaving a response below. I will make sure to respond promptly and offer the necessary support you need.

BigRedConsulting
Community Champion

bank register

There's no way to filter the register, but also no need to scroll up to prior years.

 

How does having the prior years in the register pose a challenge?

slagesse
Level 1

bank register

Yes it does.  When searching for a transaction it will search through  all of the years.  If only the current year was visible it would be a lot less time consuming.  

slagesse
Level 1

bank register

Yes, it does.  When searching for a transaction it will seach from the prior years down.  It would make it a lot less time consuming if only the current year is showing.  

BigRedConsulting
Community Champion

bank register

Do you mean register "Go To"?  If so, it can start at the bottom or the top of the register.  To start at the bottom, open it, enter your search, and then click the Back button.

 

 

slagesse
Level 1

bank register

I know how to sort from top or bottom, that isn't the issue.  It would be easier to do if you had the option to display only the current year register.  

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