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MaryAnn2025
New Member

Finding transactions for 2022

Trying for over an hour and a half to bring up old transactions from 2022 to get an expense report by category.
Can ANYONE HELP!!

2 Comments 2
AdonL
QuickBooks Team

Finding transactions for 2022

We value your efforts in retrieving your 2022 transactions in QuickBooks Online (QBO), Mary. As a QuickBooks user myself, I recognize the importance of having easy access to your financial information for expense reporting.

 

Currently, the option to create an expense report by category is unavailable. Alternatively, you can generate a Transaction Detail by Account report and customize the date range to the year 2022. Let me guide you through the process.

 

Here's how:

 

  1. Log in to QBO and go to the Reports menu.
  2. Type in and select the Transaction Detail by Account report.
  3. Set the Report period to Custom dates.
  4. Choose a date range in the year 2022.   image (185).png
  5. In the Filter menu, select Distribution account type, choose equals, and then assign both Expenses and Other expenses options.  image (184).png
  6. Close the filter menu and refresh the report.

 

I'm committed to resolving this concern promptly. If there's anything else I can assist you with, please add a reply below.

Jayson_E
QuickBooks Team

Finding transactions for 2022

Hi there, MarryAnn2025.

I’m following up to see if the solution we provided worked for you.

Did it resolve the issue, or are you still experiencing difficulties?

We're happy to assist further if you need any more help.

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