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September 1, 2022
Question

Hi, I set my dates for linking to my bank to go back to the start of this year however I've changed my mind and want to start my income and expenses from today

  • September 1, 2022
  • 1 reply
  • 0 views
I will finish my paper accounts in into August so good do I reset my dates in QB

1 reply

Adrian_A
September 1, 2022

Hi info-bespokeeven,

 

I've got the steps on how you can change the date of the bank transactions to download from. 

 

Let's first exclude the uploaded transaction with an incorrect date to avoid duplicates. Follow these steps to proceed:

 

  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.

 

Then, we can proceed with taking note of the earliest transaction date you've imported on your QBO Banking page. Then, go to your bank's website and get the transactions.

 

In case you need to correct your opening balance, please refer to this article for detailed steps on editing an incorrect opening balance.

 

Additionally, consider checking out this article to learn more about categorising and matching your transactions.

 

Keep me posted whenever you have concerns with your bank transactions.