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Level 1

How can I change the default date range for a project from last 365 days, to all dates?

 
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Best answer September 28, 2020

Best Answers
QuickBooks Team

How can I change the default date range for a project from last 365 days, to all dates?

Thanks for following up about this, wynne1.
 

I took a look in our test drive account and can see what you're referring to. When a project's transactions are sorted by All dates, the filter will only remain active while that user is still on their Transactions screen.


Since this is how QuickBooks Online works, the best workaround is using our Filter option each time you access your projects that need to be sorted by date.
 

If you'd like to submit a product suggestion/feature request, you can do so while signed in:
1. Use your Gear (⚙) icon.
2. Click Feedback.
3. Enter your suggestions and/or comments.
4. Hit Next.
5. Choose Skip and send message.
6. The available drop-down menu can be used to pick an appropriate category.
7. Select Send message.


Your feedback is definitely valuable to Intuit. It goes directly to our Product Development Team and will be considered in future updates. Feature requests can be tracked through our Customer Feedback website.
 

If there's anything else I can help with, feel more than welcome reach out anytime. Have a fantastic day!

View solution in original post

3 Comments
QuickBooks Team

How can I change the default date range for a project from last 365 days, to all dates?

Thanks for joining the Community, wynne1.
 

Once a project has been created, you can access it and open your transactions that are linked with it's record. From there, you'll be able to change it's default date range to whatever you'd prefer.
 

Here's how:
1. In the left navigation bar, go to Projects.2. Find the project you're working with and open it by clicking it's title.3. Hit Transactions.
4. Use your Filter ▼ menu, then change the Date to All dates.
5. Select Apply.
 

I've included a couple helpful articles with more info about how projects work:

 

If there's any other questions, I'll be here to assist. Have a lovely day!

Level 1

How can I change the default date range for a project from last 365 days, to all dates?

This doesn't work because it doesn't remember the setting. Every time I navigate away from the screen and come back to the transaction list, it resets to 365 days. I want it to remember the setting and preferably I'd like to set all of my projects to remember this setting. 365 isn't useful for our business and I'm tired of constantly having to change the filter. 

QuickBooks Team

How can I change the default date range for a project from last 365 days, to all dates?

Thanks for following up about this, wynne1.
 

I took a look in our test drive account and can see what you're referring to. When a project's transactions are sorted by All dates, the filter will only remain active while that user is still on their Transactions screen.


Since this is how QuickBooks Online works, the best workaround is using our Filter option each time you access your projects that need to be sorted by date.
 

If you'd like to submit a product suggestion/feature request, you can do so while signed in:
1. Use your Gear (⚙) icon.
2. Click Feedback.
3. Enter your suggestions and/or comments.
4. Hit Next.
5. Choose Skip and send message.
6. The available drop-down menu can be used to pick an appropriate category.
7. Select Send message.


Your feedback is definitely valuable to Intuit. It goes directly to our Product Development Team and will be considered in future updates. Feature requests can be tracked through our Customer Feedback website.
 

If there's anything else I can help with, feel more than welcome reach out anytime. Have a fantastic day!

View solution in original post

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