Thanks for letting me know, @Marie. I'm available to help you by sharing some insights about finding the checkbox to update your historical transactions.
Since you're unable to locate the checkbox to update historical transactions even after following the troubleshooting steps provided by my colleagues. I recommend contacting our support team for further investigation.
Here's how:
- Sign in to your QuickBooks Online company.
- Select Help (?) at the top to open the QB Assistant window.
- Scroll down to the Type Something field and enter a brief description of your concern.
- Click the Get help from a human link and follow the on-screen steps to complete the process.
- Choose Start a chat or Get a callback.
Moreover, I'm adding this helpful article as your reference in handling your financial information: Run reports in QuickBooks Online.
Feel free to reach out if you have any more questions or require assistance with service items and historical transactions. I'm here to support you.
