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April 4, 2023
Question

Hi, I am new to QB and have just set up the bank feed however I pulled in data going back to Apr2021. Can I change the feed to start from Apr2023 (new FY)?

  • April 4, 2023
  • 1 reply
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1 reply

April 4, 2023

Hello there.  I can share some details about how the banking feature works in QuickBooks.
 
Some banks allow downloads of 90 days to two years' transactions. In your case, it downloads two years of data. If you want to eliminate this in QuickBooks, you'll need to exclude them. If you already categorized them, I recommend undoing and excluding them once done.

 

Here's how:

  1. Go to the Transaction menu and proceed to the Banking tab.
  2. Click the For Review tab.
  3. Select the checkbox of the transactions to exclude.
  4. Select Exclude.

 

Here's an article to guide you through the process: exclude the uploaded transaction. It provides instructions and detailed steps.

 

I also added this link if you need help reviewing your downloaded transactions: Categorise and match online bank transactions in QuickBooks Online.

 

You may want to check out this article once you can reconcile your account: Learn the reconcile workflow in QuickBooks.

 

You're always welcome to post your banking concerns and follow-up questions here in the Community. We'll be here to help. Take care and have a good one!