How do I view all of my transactions for 2018?

The title of this thread has been edited from the original: 2018 transaction

 

How to get all my 2018 transactions for tax?

 

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Solution

You can pull a list of all transactions from the Transactions section of your dashboard. Choose Last Year from the first dropdown and prepare to wait. That report will probably take a few minutes to populate. You can then export the Transactions CSV from the top right menu.

 

If you're just needing a breakdown of all your fees and not a massive list of all your transactions, your Sales Summary report will do just fine for you. Again, choose Last Year and it will show all your fees. You can break it down by Month, Week, or Daily as well using the Summary button.

Ryan Wanner
Golden Pine Coffee Roasters
Colorado Springs, CO, USA

Square Champion: I know stuff.
Beta Tester: I break stuff.
he/him/hey you/coffee guy/whatever.

Happy Selling!

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Square Champion

Solution

You can pull a list of all transactions from the Transactions section of your dashboard. Choose Last Year from the first dropdown and prepare to wait. That report will probably take a few minutes to populate. You can then export the Transactions CSV from the top right menu.

 

If you're just needing a breakdown of all your fees and not a massive list of all your transactions, your Sales Summary report will do just fine for you. Again, choose Last Year and it will show all your fees. You can break it down by Month, Week, or Daily as well using the Summary button.

Ryan Wanner
Golden Pine Coffee Roasters
Colorado Springs, CO, USA

Square Champion: I know stuff.
Beta Tester: I break stuff.
he/him/hey you/coffee guy/whatever.

Happy Selling!
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