Why am I suddenly not allowed to search transactions prior to 03/01/2021? This is a serious problem!!!

The system allows you to search for the transactions before 03/01/2021, @vwiley8.

I'm here to help you with searching for your transactions successfully. First, I recommend logging in to your account using a private browser. Then, search for your transactions from there. In most cases, unusual behavior or an issue like this happens due to the stocked file on your browser's cache.

To save you time, use either of these keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P 

If it works fine, go back to your original browser and clear its cache to start fresh. Moreover, you may use another supported and up-to-date browser to narrow down the result.

Alternatively, you can find your transactions easily by pulling up your reports. From there, set the date before 03/01/2021. You can use this link as your guide on running basic reports in QuickBooks: Run reports in QuickBooks Online.

Please feel free to get back to me here for any additional questions about searching for your past transactions in QuickBooks. I'm more than happy to help. Have a good one!

@Angelyn_T  Do we have an investigation number and an update for this issue?  I can easily change the filter date in the search which now defaults to 03/01/2021, but I can't reconcile my balance sheet account because the system doesn't "see" any transactions prior to 03/01/2021.  There is no way to change the date filter in a reconciliation - no matter how far back you set the starting date, it just doesn't see anything before 03/01.

Thank you for joining the thread, @valprice1. I'll answer your query about the Search function in QuickBooks Online (QBO).

This specific issue with the Search function was already resolved a few days back. Moving forward, the To and From date range is set to 2 years, at most. 

As for the issue with your Balance Sheet account reconciliation, I suggest you check its register. This way, you can confirm if the transactions you're looking for are recorded correctly.

Here's how:

1. Highlight the Accounting tab, then select Chart of Accounts.
2. Look for the Balance Sheet account in question, then press the View register link on its right side. 

If they are, check and see if they're already reconciled. Look for a column with a Check on it, then the letter R. Entries in the register with R on them means they're already reconciled. This would explain why they no longer appear when you reconcile the Balance Sheet account. See the screenshot below for reference:

If they're not in the register, then proceed to record the missing transactions. Ensure they're recorded correctly, along with the exact dates. 

In case you bump into issues while reconciling in QBO, you can keep these article for your reference: 

• Fix issues the first time you reconcile an account in QuickBooks Online
• Fix issues for accounts you've reconciled in the past in QuickBooks Online

Tag me in a comment below if you have other questions about reconciliation in QBO. I'll be around to help you out. Enjoy the rest of the day!

@Ryan_M  This issue is NOT resolved.  People are still talking about it all over the place and I was just in there today and it isn't fixed.  There is nothing wrong with my transactions, and they are not reconciled in the register.  I spent over an hour with a tech clearing the cache, opening an incognito window, and so on ad nauseum.  I'm a ProAdvisor.  I know how to check the register....  So, do I need to call and get the case reopened?

 I recognize the importance of keeping your accounts accurate, @valprice1.

I appreciate you for performing some steps to fix this issue and for sharing additional details with us. Since the issue persists after performing some clicks, I recommend contacting our Support team. They have the tools to securely look into your account and investigate why you're unable to change the date filter in your reconciliation.

To reach them, you can follow along with these steps:

1. Navigate to the (?) Help icon.
2. Select the Search tab.
3. Click Contact Us.
4. Enter a brief discussion of your concern and click Continue.
5. Select either Chat with us (if you preferred messaging) or Give us a call.

You can also utilize this article for more details and ensure to check their Support hours to know when agents are available: QuickBooks Online Support.

Once everything is settled, you might want to read this link for guidance: Learn the reconcile workflow in QuickBooks. This contains the complete details on how to match your account and how to fix them in case you run into some issues.

In case you need help reconciling your accounts or have any QuickBooks-related concerns, you can always post them in your reply. Our door is always open to back you up. 

My Husband & I are no longer able to search any transactions older than two years to the day - unless we go in every time and change the date range in the filter.  I have saerched and searched in QB Online and Googled and Googled and can not find a way to set our company file so it searches all transactions every time.... Thank you for any suggestions or support here, Brooke