ChrisAccountant
Level 1
‎January 26, 2023 11:09 AM

Project Transactions tab - change default filter

Currently, when I am in a Project and go to the Transactions tab, the view has a default filter limiting transactions to the last 365 days.  Can I change this default to show all transactions?

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JessT
Moderator
Moderator
‎January 26, 2023 03:40 PM

Getting Started

Hi Chris,

 

Thank you for raising your concern about the period filter in the Transactions section on Projects.

 

Currently, changing the default period is not available. You can change it momentarily to All Dates when you click Filter, but it will revert to Last 365 days when you sign out of QuickBooks.

 

I understand that having the option to change the default period is beneficial for you and your business. Please submit your feedback so our engineers can consider adding one in future updates.

 

  1. Click the Gear icon.
  2. Select Feedback.
  3. Enter a sentence to describe your suggestion and click Next.

 

On the other hand, if you want to see some references for QBO, you can click the Help Articles menu in the upper right-hand corner.

 

Feel free to go back to this thread if you have any other concerns about Projects. Take care and have a good one!

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