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carla-mindshiftc
Level 1

Can some tell me how to access my 2023 transactions that are no longer showing?

 
1 Comment 1
LollyNino_C
QuickBooks Team

Can some tell me how to access my 2023 transactions that are no longer showing?

Let me help you access the transactions from 2023 in QuickBooks Self-Employed (QBSE), Carla.

 

The Transactions page in QuickBooks Self-Employed (QBSE) can be affected by the date selected, impacting how your data appears. By adjusting the filter in your company, you can ensure that all transactions are visible. I can guide you through the process of setting the date range correctly.

 

Here's how:

 

  1. In your QBSE company, navigate to the Transaction's menu on the left panel to view the list of your entries.
  2. Click the Date drop-down menu and select Last year.
  3. Sort the list by date by clicking the Date column header.

 

I've included a screenshot below as a reference.

 

 

For mobile devices, tap the menu icon (☰) and choose Transactions. Then, adjust the date and verify if the transactions are displayed.

 

If you still encounter the same issue, try accessing your company account through a private window or incognito mode to prevent webpage problems, as private browsing doesn't save local files or cache.

 

You can use the following keyboard shortcuts based on your browser:

 

  • Safari: Command + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

 

If it works via incognito mode, clear the cache of the regular browser to start fresh and optimize your browsing performance. Alternatively, you can switch to other supported browsers.

 

If you want to add older transactions, check this article to help you manually import transactions in QuickBooks Self-Employed: Add older transactions to QuickBooks Self-Employed.

 

For future reference, refer to this guide to efficiently organize your transactions: Categorize transactions in QuickBooks Self-Employed.

 

Feel free to click the Reply button below if you have questions about managing transactions. I'm always here to help. Have a great day.

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