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How do I changed the start date of linked accounts?

Forum|Forum|5 years ago
January 1, 2021
3 replies
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First day on quickbooks. I linked my bank accounts to 1/1/20 and regret it due to multiple reasons. Want to change it so quickbooks only has balances, and will work from today going forward.

QuickBooks Online

Best answer by ReyJohn_D

Welcome aboard the Community, @heidiyoung.

I'll present handy information and steps to help you handle your online banking transactions.

When you connect an account for online banking, QuickBooks will download the 90-days or less of your entries. This process is automatic and cannot be opted out of. Thus, you're unable to select a download start date for the 2021 transactions only.

The good news is, you can get rid of those unwanted entries by excluding them in bulk. Follow the easy steps below to get you going.

Select the Banking menu at the left pane.
Look for and choose the bank account associated with the said entries (not 2021.
Tick the checkbox, and then click the Exclude button.

Next, you can click the Update button to see the latest entries for 2021.

Another option is to manually upload your entries to select and bring in those that you want only.

For good practice, you'll want to categorize and match your entries. This helps keep your books correct and organized.

I'm still around to back you up if you need additional banking tips. Assistance is a reply away.

Pabz_L

Hi there, @userldneergaard.

There isn't a way to specify a starting date. When you connect a bank feed, QuickBooks automatically download up to 90 days of transactions.

What you can do is to exclude the transaction from the banking tab. Then, click the Update so it will ring up the resent transactions for you.

Here’s how:

Go to the Banking menu or Transactions menu, and then select the Banking tab.
Select the For Review tab and put a checkmark on every transaction to exclude.
Then, select Exclude.

Once completed, click the Update on the upper right to refresh the feed. QuickBooks will cycle through the connected accounts to pull in new data.

You can check out this article if you want to manually upload transactions from your bank to QuickBooks. It will also allow you to upload more than 90 days of transactions: Manually upload Transactions.

Let me know if there is anything else that I can assist you with by leaving a comment below. I am always here to help you. Keep safe.

U

userldneergaardAuthor

I have this account so messed up now I'll never get it right. What I can't understand is I have deposits that were made to my checking account, and the word "transfer" is in the description. And for some reason quickbooks doesn't think I have enough sense to categorize it because it insists that I tell it which account it was transfered from. It didn't transfer from any of my accounts so why is quickbooks worried about it!!!!!

I am about ready to give up on this program!

R

Rea_M

I understand the importance of being able to categorize your deposit transactions accordingly in QuickBooks Online (QBO), @userldneergaard. That's why I'm here to guide you on the actions you need to take care of the issue.

When your account is linked to the online banking feature, the QBO system will automatically download and categorizes your transactions. However, it'll normally let you update your transaction details (i.e. account category). When you're unable to do so, you can isolate the issue by performing some troubleshooting steps. I'm here to guide you how.

There are times that the browser is full of frequently accessed pages, thus causing some unusual responses to the system. You can start by logging into your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

Press Ctrl + Shift + N (Google Chrome)
Ctrl + Shift + P (Firefox)
Control + Option + P (Safari)

Once signed in, go to the Banking page and re-categorize the deposit transaction. If you're able to do so, return to your regular browser and clear its cache and cookies. This will refresh the system and remove older data that causes viewing and performance issues. However, if the problem continues, I'd recommend using other supported browsers.

After categorizing, I'd recommend reconciling your checking account every month. This is to effectively monitor the growth of your business. You can refer to this article for the step-by-step guide: Reconcile an account in QuickBooks Online. It also includes details about reviewing past reconciliations.

Please let me know if you have other banking concerns or other inquiries by dropping a comment below. I'm just around to help. Take care always.

H

heidiyoung

I have the same issue. My company has been in business for several years and I have always manually reconciled, how do I start downloading things only effective 2021?

R

ReyJohn_DAnswer

Welcome aboard the Community, @heidiyoung.

I'll present handy information and steps to help you handle your online banking transactions.

When you connect an account for online banking, QuickBooks will download the 90-days or less of your entries. This process is automatic and cannot be opted out of. Thus, you're unable to select a download start date for the 2021 transactions only.

The good news is, you can get rid of those unwanted entries by excluding them in bulk. Follow the easy steps below to get you going.

Select the Banking menu at the left pane.
Look for and choose the bank account associated with the said entries (not 2021.
Tick the checkbox, and then click the Exclude button.

Next, you can click the Update button to see the latest entries for 2021.

Another option is to manually upload your entries to select and bring in those that you want only.

For good practice, you'll want to categorize and match your entries. This helps keep your books correct and organized.

I'm still around to back you up if you need additional banking tips. Assistance is a reply away.

C

Cmann4fft

I just linked a bank account also, can I delete it and start over so I can choose the correct dates I want downloaded onto quickbooks?

A

acmlslong

I see how to exclude the dates as you stated, however I want to get them out of my system permanently. I intended to only link 2023 transactions, but instead linked 2022 & 2023 -- so I'm trying to delete them out of all of my bank accounts that I linked. Suggestions?

I'm trying to reconcile January 2023 (for the very first time) and it shows 29 payments, when in fact I have only 15 in January of 2023. I believe the reason for this is it that it's looking at all of the 2022 data that was linked and not reconciled.

M

MirriamM

Hi there, @acmlslong.

I'm here to help you remove excluded transactions permanently in QuickBooks Online (QBO).

You can go to the Excluded tab on the Banking page to delete transactions permanently. To do this, here's how:

Go to the Banking page.
Choose the bank account and click the Excluded tab.
Locate and select the transactions you'd want to remove.
Click the Delete button.

For more details on reviewing and categorizing your transactions, check out this article: Categorize and match online bank transactions in QuickBooks Online.

For future reference, here's a great resource about the best practices when reconciling: Learn the reconcile workflow in QuickBooks.

If you have any other questions about QuickBooks, you can always add them to your reply. I'll be more than happy to take care of them for you. Have a dazzling day ahead!

A

acmlslong

Thank you very much for your reply. I did just that and the 2022 transactions still keep showing up in my transactions to reconcile when I try to do my first reconciliation of 1/31/23. Why is that?

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