Why can't I see my past transactions?

Transactions are held in Method for a specific period of time. Once a transaction falls out of this sync range, it will be removed from Method, however, it will not be purged from your QuickBooks file. 

Of course, invoices with a balance greater than zero and sales orders that are not fully invoiced ignore this rule until they are paid off in full.

You can extend this range under Transaction History so your transactions are viewable within Method.

Administrator permissions are required to access the QuickBooks Preferences.

Change Transaction History for All Transactions

  1. Click on the Gear icon and choose Preferences.
  2. On the Preferences Menu, select QuickBooks
  3. Click expand on Advanced option.
  4. Expand the dropdown for Maintain transaction history on Method for the past and select a time period.

Change Transaction History for One or More Transactions

  1. Click on the Gear icon and choose Preferences.
  2. On the Preferences Menu, select QuickBooks
  3. Click expand on Advanced option.
  4. Select Edit history settings per transaction type:
  5. This will open up a new page called History Per Transaction Type. Select a date range for each transaction you wish to keep the history for.

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