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February 15, 2022
Question

Bank feed is pulling post date instead of transaction date

  • February 15, 2022
  • 1 reply
  • 0 views

When updating bank feed, it is pulling post date instead of transaction date. How can change?

1 reply

February 15, 2022

Thanks for your time posting in the Community, @Kresta Group. I'd be delighted to assist you with your bank transactions in QuickBooks Online.

 

With regards to your concern, bank downloads transactions based on its clearing date. Meanwhile, you’ll want to exclude your transactions in QBO.

 

To Exclude a bank transaction, here’s how:

  1. Go to the Banking menu or Transactions menu, then select the Banking tab.
  2. Select the For Review tab.
  3. Select the checkbox of the transactions to exclude.
  4. Select Exclude.

Alternatively, you can also match your transactions. This way, it links them together to avoid duplicates.


You can also check this article for further details on how to exclude a bank transaction you downloaded in QBO.

 

When everything is all set, you'll want to check out these articles for guidance. These can guide you further on how to categorize your transactions and reconcile your account flawlessly: 

I’m always ready to assist you if you have any other questions or concerns about managing your bank transactions. Tag me in your reply and I’ll sprint back into action. Have a good one and keep safe.