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A
Anonymous
August 29, 2022
Question

How to edit date of transactions uploaded from financial institutions without categorizing, confirming, and then going back into the transaction AGAIN to correct date?

  • August 29, 2022
  • 1 reply
  • 0 views
When I open a transaction that has come from my financial institution, I can edit most fields (Vendor Name, Category, Class, Tags, etc.), but I cannot edit the date field. My paper records have the date I made the purchase, but the date the transaction clear is normally a day or many days later. I have been confirming the transaction and then selecting the magnifying glass symbol to pull up recent transactions. I then select the transaction I just did, and go back in to the transaction to correct the date to the date I actually made the purchase. It wastes so much of my time opening and editing the transaction twice! Is there no way to edit the date field without having to edit, confirm, and go back to edit a second time? Thank you in advance for your help.

1 reply

J
JamaicaA
August 29, 2022

Yes, we’re unable to change the date directly from the Banking page, @759574. I’ll share further information about this.

 

QuickBooks Online depends on the data sent by the bank. With this, we can only edit the date after matching, adding or categorizing the downloaded bank transaction.

 

I also like the idea of having this option to help you record transactions accordingly without going back and forth. I'm sure many users will also agree with you. As we value your suggestions, I recommend sending it to our Product Development Team. 

 

Here’s how: 

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a brief description of your product suggestion. 
  4. Click Next to submit feedback. 

 

Please know that the more feedback about a certain feature they receive, the greater the chance it'll be added. Our developers will take a look at your inputs and consider them for product developments or future improvements.

 

You’ll want to visit our Feedback forum to track your suggestion, as well as our blog to keep up with all the recent updates in QuickBooks.

 

Once you're all set, I got you this resource that can help you seamlessly manage your accounts: Reconcile an account in QuickBooks Online.

 

Fill me in if you have other questions about modifying your bank transactions or any other banking concerns. I'll be around if you need help. Stay safe and take care always.

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