Running the Journal report would be a great help, @megan-mcguiremoo.
It's only a few clicks away. Here's how:
- Go to the Reports menu.
- Search for "Journal" and select it.
- Modify the reporting period.
If you need to edit recent entries, you can also follow these instructions:
- Go to the +New icon.
- Select Journal entry.
- Click the History icon.
- Select the transaction you want to edit or click View more.
Here are some resources that will help you in finding the transactions and activities you're looking for:
Additionally, there are various financial reports available in QBO that give you snapshots of different areas of your business. Check out this link for more info: Reports.
Keep in touch with me here should you need further assistance in managing your transactions. I'm always available to help.