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byroncrowley-gma
Level 1

How do I change the default date range of transactions shown to " this year" from All?

Trying to change the default date range displayed to " this Year" from "all" so I dont have to manually adjust it every time.  I don't really need to look at old stuff constantly
1 Comment 1
BevityL
QuickBooks Team

How do I change the default date range of transactions shown to " this year" from All?

Hi, byron.

 

I can see the convenience of being able to change the date automatically in QuickBooks Online (QBO). However, this feature is unavailable. I'd recommend providing feedback to our product development team so our engineers can review it and may implement it in the future. Your feedback will help us improve our services.

 

Here's how to send one:

 

  1. Go to the Gear icon and click Feedback.
  2. Provide your feedback or product suggestions.
  3. Click Next to submit.

Here's more information on how to provide feedback to make the program better: How do I submit feedback?

 

You can refer to this link to know how to categorize your transactions in QuickBooks Online (QBO): Categorize online bank transactions in QuickBooks Online (intuit.com).

 

Let us know if you have further questions about setting the date range of your transactions. I'll be glad to help you. Have a good one.

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