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tazmeem-mweb-co-
Level 1

How do I open all transaction for a specific date on my tablet

 
1 Comment 1
JamaicaA
QuickBooks Team

How do I open all transaction for a specific date on my tablet

There are a few ways to view the list of transactions by date on your tablet, tazmeem. I'm here to assist you with this process.

 

The Search functionality is available when you access QuickBooks Online Mobile on an Android tablet. Click on the magnifying glass icon and input the date.

 

Alternatively, you can utilize a web browser on your tablet to log in to your QuickBooks account. Once signed in, follow the steps below:

 

  1. Go to the Gear icon and select Chart of accounts.
  2. Locate the account you want to review, then click Account History in the Action column.
  3. Press the Funnel icon to set a particular date.
  4. Hit Apply.

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If you wish to reorder the list of transactions by date, tap the Sort icon (▲ or ▼) to arrange it by value in ascending or descending order. Here's an article for complete details: Find, review, and edit transactions in the account history in QuickBooks Online.

 

Additionally, you can do the same on the Audit Log. Just specify the date and filter the Events to All transactions.

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Scan this reference for features available in the QuickBooks app: Compare mobile app features. This link is for the US region but applies to international versions as well.

 

Drop me a message if you have more questions about tracking transactions. I'll be around to provide the necessary help.