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November 13, 2022
Question

Linked credit cards not showing up

  • November 13, 2022
  • 1 reply
  • 0 views

I have credit cards linked to my account but I am new to this and I guess didn't go back far enough into the year.  Is there a way to rectify that.  One of them goes back to May 2022 for what is loaded but can I make it go back to Dec 2021? 

 

1 reply

MariaSoledadG
November 13, 2022

Let me guide you on how you'll be able to change the date of downloaded transactions, KSH.

 

Once you connect your bank and credit card accounts, QuickBooks downloads the transactions automatically to a specific date. You'll want to upload the transactions manually with the date that you want to show. But before doing so, you'll have to exclude the transaction first that is showing on May 2022 so you can move it to Dec 2021. To exclude the transaction, follow the steps below:

 

  1. Go to Bookkeeping, select Transactions, then select Banking (Take me there).
  2. Select the For Review tab.
  3. Select the checkbox of the transactions to exclude.
  4. Select Exclude.

 

After that, upload the transactions manually with Dec 2021 date.Here's how:

 

  1. Go to Bookkeeping then Transactions then select Bank transactions (Take me there), or go to Banking (Take me there).
  2. Select the blue tile for the account you want to upload the transactions into.
  3. Select the Link account dropdown and then Upload from file.
  4. Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
  5. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  7. Select the transactions you would like to import. Then select Continue.
  8. Select Yes.
  9. When you accept your transactions, select Done.

 

Also, learn how to review and categorize bank transactions once downloaded from your bank. I've added this article for you to be guided: Categorize And Match Online Bank Transactions In QuickBooks Online.

 

Feel free and let me know if you have any further questions about connecting credit and bank accounts.