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hedelstein
Level 1

How can I set a specific date range to view transactions on iOS mobile app or mobile browser (Quickbooks Self Employed). Only see options for past 3/6 months, etc

 
1 Comment 1
ShyMae
QuickBooks Team

How can I set a specific date range to view transactions on iOS mobile app or mobile browser (Quickbooks Self Employed). Only see options for past 3/6 months, etc

Hello there, Hedelstein. Currently, there's no option to set a custom date range for viewing transactions using the QBSE mobile app or mobile browsers.

You're correct that the available presets are for the past 3, 6, and 12 months. Other options include this month, last month, last year, and year-to-date.

To view transactions outside these ranges or for a custom date range, I recommend logging in through a web browser. There, you can filter transactions by any desired date range. 

Here is a sample screenshot showing how to set a custom date range using your web browser: 

Sample.png

 

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