How do I view payments received for entire year?
tiggerdelore
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Posted on
Dec-17-2013
07:59 AM
I need to view all payments received for the year, but only see 3 months at a time. I need to get files easily for accountant and it seems ridiculously difficult to have to do it in three month increments. And I swear I've gotten a full year in the past. Anyone know the secret?
Thanks!
3 REPLIES 3
snowshoe
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Dec-17-2013
12:07 PM
One option is to download or export your Account Transaction History to a CSV file. Then you can use an app like Excel to sort and manage the data.
See this user guiide for more details:
Note the section about Viewing your Account History.
tiggerdelore
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Dec-17-2013
12:51 PM
snowshoe
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Dec-17-2013
03:23 PM

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