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redheartprocarp
Level 1

How do i look up the history of a property by address- more than 2 years? In search transactions- the additional filters do not work.

Used to work before they changed it.
1 Comment 1
Rea_M
Moderator

How do i look up the history of a property by address- more than 2 years? In search transactions- the additional filters do not work.

We'll guide you on ways to look up the history of a property by address in QuickBooks Online (QBO) so you can manage your transactions accordingly, redheartprocarp.

 

The first option is to locate the property address through the Search feature. Please see the screenshot below for your reference.

 

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To learn more about how QuickBooks makes finding transactions quick and easy with the search function, please see this article: Search for transactions in QuickBooks Online.

 

The second method is to pull upcustomize (filter the date, and include the Billing, Shipping, and/or Delivery columns), and export a transaction report (for example, Transaction List by Customer) to get the data you need. To do this, here's how:

 

  1. Go to Reports.
  2. Use the Find report by name search bar to find the transaction report you want.
  3. Select the report to open it.
  4. Click Customize.
  5. Set the Date in the General section.
  6. In the Rows/Columns section, choose which rows and columns appear on the report 9Billing, Shipping, and/or Delivery).
  7. Click Run report.
  8. Select the Export icon to download the report Excel.

 

Moreover, would you also like to review your transactions or make quick edits from an account register? You can check out this article to guide you through the process: Find transactions in account registers in QuickBooks Online.

 

Reach out if you need further assistance with this matter or have additional questions about property management and tracking transactions. We're always glad to provide the help you need. 

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