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EVE1
January 24, 2019
Question

Unable to import bank statement correctly

  • January 24, 2019
  • 1 reply
  • 0 views

HI I HAVE JUST SIGNED UP TO QUICK BOOKS. I HAVE IMPORTED MY BANK STATEMENT FINE, BUT IT HAS DONE 90 DAYS. I ONLY WANT TO START USING THIS FROM 1ST JANUARY 2019. IS THERE ANY WAY TO DO THIS, AT PRESENT I OWE TAXES AND VAT ALREADY PAID ACCORDING TO THIS.

    1 reply

    Kristine Mae
    Kristine Mae
    January 24, 2019

    Good day, EVE1.

     

    When you import, you'll have the option to choose 0, 7 or 30 days worth of transactions. Though, the default transactions imported is worth 90 days if you're not able to choose from the options.

     

    You can batch exclude the transactions that you don't wan't inside QuickBooks Online. Here's how:

    1. Click Banking, then choose Banking.
    2. Go to the For Review tab.
    3. Choose the transactions that you want to exclude by putting check marks in the box next to the dates.
    4. Click Batch actions, then choose Exclude Selected.

    These transactions will go to the Excluded tab. 

     

    In case you have other concerns, don't hesitate to reach out to us. 

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