Old Transactions

rogermurdoch
Contributor
Contributor

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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1 REPLY 1

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@rogermurdoch 

  1. Go to Settings.
  2. Click Statements and Taxes.
  3. Click All transactions.
  4. Click custom statement. 
  5. Click Activity Download.
  6. Customize report fields, then select the transaction type, date range, and file format.
  7. Click Create Report.
  8. When the report is ready, click Download.

 


Kudos & Solved are greatly appreciated. 🙂
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