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christeledupoux7
Level 1

Hello how to track my past transactions from last year

I have transactions from 2021 but I cannot track them
2 Comments 2
Giovann_G
Moderator

Hello how to track my past transactions from last year

I'll help you find those missing transactions, christeledupoux7.

 

The quickest way to locate transactions recorded in QuickBooks Online is by running the Audit Log report. This report helps you track transactions that have been added, deleted, or modified, as well as user entries. It also allows you to view the changes made to single or multiple transactions.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Audit Log.
  3. Click the Filter drop-down menu.
  4. Set the date range.
  5. Click Apply.

 

Check out these articles for more information on utilizing the search features in QuickBooks Online:

 

 

Also, I'd suggest reconciling your accounts once a month. To keep track of your transactions and spot any potential problems. I've added this resource for a detailed step-by-step guide: Reconcile an account in QuickBooks Online.

 

Keep me posted on your progress in tracking your transactions. I’m always determined to help in any way I can. Take care and stay safe!

Fiat Lux - ASIA
Level 15

Hello how to track my past transactions from last year

Utilize MT Online as a workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110

 

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