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KDRPhotography
Level 1

Can I set the default view of the transactions screen of QBSE to business transactions for this year to date instead of all transactions for the past 12 months?

 
Solved
Best answer March 08, 2021

Best Answers
Rose-A
Moderator

Can I set the default view of the transactions screen of QBSE to business transactions for this year to date instead of all transactions for the past 12 months?

It's good to hear from your today, info-kdrphotos-c (KDRPhotography). Let me help share some information regarding the default view of the transactions in QuickBooks Self-Employed.

 

The option to set the default view of the transactions screen in QuickBooks Self-Employed is currently unavailable. As a workaround, you can manually toggle the transactions to Business and change it into Year to date.
 

 

I recommend editing, assigning, and categorizing your transactions. Doing so will help you ensure the accuracy of your financial records. Additionally, you can visit the following write-up regarding how Schedule C categories show up on your financial reports: Schedule C and expense categories in QuickBooks Self-Employed.

 

Let me know if you have any other questions about QuickBooks Self-Employed transactions in the comment section below. I need to make sure you're all set or if you have other concerns in mind, please let me know. I'll make sure to get back to you as quickly as I can.

View solution in original post

2 Comments 2
Rose-A
Moderator

Can I set the default view of the transactions screen of QBSE to business transactions for this year to date instead of all transactions for the past 12 months?

It's good to hear from your today, info-kdrphotos-c (KDRPhotography). Let me help share some information regarding the default view of the transactions in QuickBooks Self-Employed.

 

The option to set the default view of the transactions screen in QuickBooks Self-Employed is currently unavailable. As a workaround, you can manually toggle the transactions to Business and change it into Year to date.
 

 

I recommend editing, assigning, and categorizing your transactions. Doing so will help you ensure the accuracy of your financial records. Additionally, you can visit the following write-up regarding how Schedule C categories show up on your financial reports: Schedule C and expense categories in QuickBooks Self-Employed.

 

Let me know if you have any other questions about QuickBooks Self-Employed transactions in the comment section below. I need to make sure you're all set or if you have other concerns in mind, please let me know. I'll make sure to get back to you as quickly as I can.

View solution in original post

Rose-A
Moderator

Can I set the default view of the transactions screen of QBSE to business transactions for this year to date instead of all transactions for the past 12 months?

Hi, KDRPhotography.

 

Hope you're doing great. I wanted to see how everything is going about the transactions screen view you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

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