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Level 1

I can only see transactions from the last 12 months how can I see transactions going further back?

 
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Level 11

I can only see transactions from the last 12 months how can I see transactions going further back?

@sgtoomey 

 

What's the name of the report you're running for the transactions? Normally when you should be to run a report for the reporting period you want, you can change to All Dates or Custom from the Report period menu from the left header.

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QuickBooks Team

I can only see transactions from the last 12 months how can I see transactions going further back?

Glad to have you here on the Community page, @sgtoomey.

 

You can open a report and filter the date range to see your past transactions.

 

Here's how:

 

  1. Tap on Reports at the left pane, then search for a report (Transaction List by Customer or Transaction List by Vendor) on the search field.d2 1.PNG
  2. On the report's page, filter the date range or select All Dates under the Report period section.d2 2.PNG
  3. Click on Run report to refresh the page.d2 3.PNG

 

For additional reference about running and customizing reports in QuickBooks Online, read this article: Run reports.

 

Reach out to me if you have any other questions. I'm always here to help. Have a good day!

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