Old Transactions
rogermurdoch
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Posted on
Mar-03-2023
02:15 AM
We need to find proof of purchase for an insurance claim. How do I locate transactions that are older than 3 years?
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Activity Download
1 REPLY 1
sharpiemarker
Esteemed Advisor
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Mar-03-2023
02:36 PM
- Go to Settings.
- Click Statements and Taxes.
- Click All transactions.
- Click custom statement.
- Click Activity Download.
- Customize report fields, then select the transaction type, date range, and file format.
- Click Create Report.
- When the report is ready, click Download.
Kudos & Solved are greatly appreciated. 🙂
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