Payments
Yes, rlamphere. There's a way to clean your old entries or start fresh by purging your data in QuickBooks Online (QBO) and please know that the process depends on how long you've been using the platform.
With regards to your EFT entries, if the transactions are at the very bottom of the list and you want to avoid scrolling all the way down, you can apply a date filter. By filtering the entries by date, you can easily view the earliest entry without having to scroll through the entire list manually.
Here's how:
- Hover over to the + New button.
- Select Receive Payment.
- Click the dropdown arrow to choose a customer.
- In the Credits section, tap the filter button then customize the date range.
- Hit Apply.
- After filtering the dates, check the box for the deposit and the box for the corresponding invoice.
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Tap Save and Close.
Moreover, I'll leave this article to keep track of transactions you entered in QBO: Run a report in QuickBooks Online.
My colleagues and I are always ready to help with any QBO-related tasks. If you have more questions or need clarification, please comment below. I'm here to promptly address your concerns and ensure you receive the necessary guidance.
