Can u adjust transaction dates for my Depot card. I need 3 wk only as was pers before now using for business and would like to exclude some personal purchases prior

Good day, ntabtab37. We see the importance of separating personal expenses and your intention to download business transactions only in QBO. Let us help you with what we can do to achieve these goals.

We can manually import your bank or credit card transactions without personal expenses into QBO. The steps below will show you how to do it:

1. Pick a start date. To avoid entering duplicates, we need to know the date of the oldest existing transactions currently in the account by going to View register and looking for the credit or bank account you want to upload transactions into.
2. Get transactions from your bank by signing in to your bank or credit card's website.
3. Review the file format and size.
4. Manually upload it, either accounts connected to online banking or the one that is not.
   
   

Have this article for detailed steps: Manually upload transactions into QuickBooks Online.

On the other hand, if you want to stay on downloading your bank transactions automatically, we can create a bank rule to categorize transactions from your personal and business transactions after importing them to QBO. You can read this article for the following steps: Set up bank rules to categorize online banking transactions in QuickBooks Online.

Concerning your bank transactions that can't be separated even after you categorize them, we can exclude them. Here's how:

1. On the left panel, click Transactions. Then, select Bank transactions.
2. Choose a tile below Bank transactions where personal transactions are there.
3. In the For review section, find those transactions. After that, tick the box of each transaction you want to exclude.
4. A prompt will show in the For review section. Choose Exclude.

You can also click this article for more info: Exclude a bank transaction you downloaded into QuickBooks Online.

Moreover, we'll share these articles below to help you manage your bank transactions:

• Categorize online bank transactions in QuickBooks Online.
• Undo remove transactions from reconciliations in QuickBooks Online.
• Make an account inactive in your chart of accounts in QuickBooks Online.

We're pleased to have you here. Know that you can always come back if you have additional questions. We'll answer you promptly. Thanks again, and keep safe.