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owner-covenantds
August 27, 2022
Question

Can i change the date from when quickbooks imports bank transactions?

  • August 27, 2022
  • 1 reply
  • 0 views
I am just setting up account and i was asked when i wanted to start my transactions. I initialy said from the beggining of the year but now i want to change to June of this year.

1 reply

KlentB
KlentB
August 27, 2022

Hi there, owner-covenantds.

 

If the transactions haven't been imported yet, you can disconnect your account and connect it again. If the transactions are already in QuickBooks, we're unable to change the date anymore. In this case, you'll have to exclude the imported transactions from January to May. Here's how:

 

  1. Go to the Transactions or Banking menu.
  2. Select the Banking tab, then choose a bank account.
  3. Click the For Review tab.
  4. Tick the checkbox of the transactions from January to May.
  5. Select Exclude.

Stay in touch with us if you need more help in managing your bank accounts and transactions. Have a nice day!

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