Can credit card charges that have downloaded, be set up to apply in the month it was paid vs. the downloaded date?

Hello there, george.

In QuickBooks Online (QBO), it's not possible to change the date in the For review tab. What we can do is exclude the transactions in question to avoid duplicates and then manually import them using CSV file.

Here's how:

1. Go to Transactions, then select Bank transactions.
2. Click the For Review tab.
3. Tick the checkbox of the transactions you want to exclude.
4. Select Exclude.

Once done, follow these steps to upload your transactions:

1. Go to Transactions, then select Bank transactions.
2. Select the blue tile for the account you want to upload the transactions into.
3. Select the Link account dropdown, then select 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 like to import. Then select Continue.
8. Select Yes and hit Done.

After that, you can now match and categorize them in the For review tab. Check out these articles below:
 

• Categorize online bank transactions in QBO
• Match online bank transactions in QBO

I'll keep an eye out for your reply. If you have further questions about bank transactions or any QuickBooks-related concerns, feel free to include them in the comments. We're here to assist you 24/7.