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Hello, I am unable to view past transactions while entering new transactions using QuickBooks 2021 desktop Pro. I just switched from 2016 version where I could are you passed transactions on the left side of my screen while entering the transactions in deposits, credit card transactions, check writing. Any help would be greatly appreciated
One possible cause you're unable to view past transactions could be a potential data integrity issue, Mikel3. This can be caused by either internal (within QuickBooks) or external (file location) factors.
To fix this, I recommend performing verify and rebuild on your data. This helps resolve minor and common data issues in QuickBooks. Before we proceed, let's secure a backup of your company file.
Once done, we can now utilize the Verify and Rebuild tool.
Here's how to verify your data:
Here are the steps in rebuilding your company file:
For more information about running the Verify and Rebuild tool in QuickBooks Desktop, I suggest checking this article: Resolve Data Damage on your Company File.
Additionally, I've included an article that'll guide in accessing your backup company file in QuickBooks Desktop: Restore a Backup Copy.
Get in touch with us if you have other QuickBooks concerns. This way, we'll be able to assist you further.
Thank you for the quick reply, but I’m actually trying to figure out is how to get my screen to display Past transactions list on left side of screen when I am entering N deposits or Check writing or credit card transactions.
I have attached a photo of what I am looking to do this is a picture of QuickBooks 2016 but I’m trying to mimic in quickBooks desktop Pro +2021
I'm not able to see the screenshots you've provided, @Mikel3.
If you're trying to use multiple windows while working with QuickBooks, I can help you with the steps.
QuickBooks is designed to work with certain Windows DPI settings. Setting it higher than normal may cause unexpected results such as missing buttons and information on transactions not fitting the screen.
To resolve the issue, let's first change the DPI by following the steps below:
Once done, edit the Desktop View Preference. Here’s how:
If you get the same result, follow solutions 3 and 4 in this article: QuickBooks Desktop display issues.
I've added these great resources about entering and matching transactions in QBDT:
Don't hesitate to drop a comment below if you're referring to something else. Also, send us a screenshot again for our reference. Have a great day!
Have you tried the troubleshooting steps provided above, Mikel3?
If it's still the same, I recommend contacting our QuickBooks support. They will be able to check your account further and see what they can do.
You can also check this article to see what QuickBooks 2021 has in store for you: What's new in QuickBooks Desktop for Mac 2021.
I'll be here if you have other questions.
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