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dom_thompson
Level 1

How do I pull up transactions from years ago? 2016 to be exact. Custom date selection is not giving me access to 2016 and earlier.

 
1 Comment 1
MaryLandT
Moderator

How do I pull up transactions from years ago? 2016 to be exact. Custom date selection is not giving me access to 2016 and earlier.

Good day to you, dom_thompson.

 

Pulling up transactions from years ago in QuickBooks Self-Employed (QBSE) is pretty easy. You'll want to manually customize the date by entering the actual start and end date.

 

The steps will guide you through customizing the date:

  1. Select Transactions from the left menu.
  2. Click the date drop-down, then pick Custom date.
    customdateinQBSE.PNG
  3. Enter the Start date and Enter date in 2016.
    customdateinQBSE1.PNG
  4. A calendar will appear to help you select the exact date.
  5. Hit Apply.
    customdateinQBSE2.PNG

Once done, you can click the Download icon to get a .CSV file copy of your transactions.
customdateinQBSE3.PNG

 

I've adding these handy related articles about your transactions for additional information:

Should you need anything else, don't hesitate to leave a comment below. I always have your back.

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