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Is there anyway to make the default settings on the transactions page set to year-to-date and not the last 12 months? How about transaction type to Business by default?

 
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QuickBooks Team

Re: Is there anyway to make the default settings on the transactions page set to year-to-date and...

Hello, @gvonbon.

 

Currently, the ability to change the default date range of the Transactions page is not available.  What you can do is to manually change the date when navigating in the Transactions page.

 

I can see how this customization feature would be helpful for both you and your business. I’d be glad to forward these suggestions to our Product Engineers for consideration in future updates. 

 

Stay tuned to our blog for what's to come: The QuickBooks Blog.

 

Feel free to visit us here in the Community if you have other questions. I'm always here to help.

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