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September 15, 2024
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Hi, how can i update my bank account's start date?

  • September 15, 2024
  • 1 reply
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Hi, i entered wrong starting dates for my bank account and both credit cards. How can I edit this start date?

 

Best answer by AbegailS_

Welcome to the Community space, @tasdemir. It's my pleasure to help you change the starting date  to keep your financial records accurate.

 

We can disconnect your accounts and then reconnect them again to select the correct starting date. Here’s how to disconnect an account from online banking:

 

  1. Go to Transactions, then Bank transactions 
  2. Choose the tile for the bank account.
  3. Click the pencil ✎ icon, then select Edit account info.
  4. Select the Disconnect this account on save checkbox. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
  5. Tap Save and Close.

 

After this, you can reconnect the account to start downloading transactions again. QuickBooks automatically downloads and categorizes your transactions to save time when updating your bank feeds. All you have to do is to review and approve them.

 

However, if reconnecting the account isn't your preferred option, you can exclude any irrelevant transactions or manually upload the necessary transactions to adjust the start date accordingly.

 

On the other hand, if you're referring to the bank register and need to modify the start date of your opening balance, you can manually edit it without the need to disconnect and reconnect the account. This flexibility allows you to manage your financial records effectively and ensure accuracy in your bank account information.


If you have any more questions or require further guidance, don't hesitate to reach out.

1 reply

AbegailS_Answer
September 15, 2024

Welcome to the Community space, @tasdemir. It's my pleasure to help you change the starting date  to keep your financial records accurate.

 

We can disconnect your accounts and then reconnect them again to select the correct starting date. Here’s how to disconnect an account from online banking:

 

  1. Go to Transactions, then Bank transactions 
  2. Choose the tile for the bank account.
  3. Click the pencil ✎ icon, then select Edit account info.
  4. Select the Disconnect this account on save checkbox. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
  5. Tap Save and Close.

 

After this, you can reconnect the account to start downloading transactions again. QuickBooks automatically downloads and categorizes your transactions to save time when updating your bank feeds. All you have to do is to review and approve them.

 

However, if reconnecting the account isn't your preferred option, you can exclude any irrelevant transactions or manually upload the necessary transactions to adjust the start date accordingly.

 

On the other hand, if you're referring to the bank register and need to modify the start date of your opening balance, you can manually edit it without the need to disconnect and reconnect the account. This flexibility allows you to manage your financial records effectively and ensure accuracy in your bank account information.


If you have any more questions or require further guidance, don't hesitate to reach out.

tasdemirAuthor
September 17, 2024

Thanks for the quick response. That's very kind of you.