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How can I download a complete list of all 2019 transactions including Type and Category?

 
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QuickBooks Team

How can I download a complete list of all 2019 transactions including Type and Category?

You can go to the Transactions tab to download or export your 2019 transactions, @johnhollingswort

 

Here's how:

 

  1. Go to the Transactions tab from the left menu. 
  2. Set filter for the Type and Account to All. Then, the Date to Last Year
  3. Click the Download icon to get the file. 

The file includes the Date, Bank, Account, Description, Amount, Type, Category, Receipt and Notes

 

Here's more information on how to categorize and edit transactions in QuickBooks Self-Employed

 

I'm always here if you need help in generating this file and or anything else. I'm always glad to help in any way I can. Have a wonderful day!

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