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AbegailS_
QuickBooks Team

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Thanks for getting back to us. We understand that the ability to enter a date range for transactions is crucial for your needs. It's true that the Accountant or Enterprise versions of QuickBooks typically offer more advanced features, including the ability to specify date ranges for transactions. Allow me to guide you on how you can achieve your goal. 

 

Given your current use of the Premier version, we recommend considering an upgrade to the Accountant or Enterprise version if this functionality is essential for your business operations. In terms of upgrading, QuickBooks makes it easy for customers to upgrade. You'll be seeing a prompt message that there's a new version. Here's how to do it:

 

  1. When you’re ready, select Upgrade Now.
  2. Select Keep old version on my computer if you want to keep your current QuickBooks. Then select Let’s go. QuickBooks downloads install and activate the new version for you. It updates your company file(s).
  3. When the upgrade is done, select Open QuickBooks.

In case you did not see any prompt, you can follow the steps below:

 

  1. Go to Help, and then Upgrade QuickBooks.
  2. Select the version you want to upgrade to, then select Upgrade Now.
  3. You can keep a copy of your current version of QuickBooks. Select Keep old version on my computer, then select Let’s go.

For other ways of upgrading your QBDT, check out this article: Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise

 

Alternatively, you may also explore third-party applications that integrate with QuickBooks and provide the specific feature you require.

 

I'm also sharing these articles below to give you more details about managing your file size in QuickBooks Desktop:

Let me know if you have further concerns with QBDT. I'll be around to assist you anytime. Have a nice day!

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