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A
as4399
January 8, 2022
Question

My credit card account online shows different transaction dates than what QBO shows for those same transactions. How do I get QBO to re-download so the dates match?

  • January 8, 2022
  • 1 reply
  • 0 views
Yesterday I logged into my QBO to review some transactions from my linked CC account. I was also logged into my CC account online to confirm the dates. The CC company had the dates posted differently hand when they had actually occurred. QBO had grabbed this data automatically because it's linked. I had recognized the discrepancy. Now, logging into my CC account I see the dates are updated and reflecting correctly. But QBO still shows the transactions with the previously incorrect dates. Can QBO resync and update to reflect the correct dates?

1 reply

Angelyn_T
Angelyn_T
January 8, 2022

Hi, @as4399. I'll help you correct the dates of your credit card transactions.

 

Yes, you can resync and update the transactions to reflect the exact dates. All you need to do is exclude those entries, then manually upload the transactions using the right details. 

 

To exclude the transactions:

 

  1. Sign in to QuickBooks.
  2. Click on Banking or Transactions at the left pane, then Banking.
  3. Go to the For Review tab.
  4. Select the checkbox of the transactions to exclude.
  5. Tap on Exclude.

 

After that, prepare an Excel file for your credit card entries with the precise dates. Then, upload them to QuickBooks.

 

Once the transactions are available in QuickBooks, you're now ready to match and categorize them.

 

Let me know if you have any other questions about your credit card transactions. I'll be right here to provide additional assistance. Wishing you a good one!

A
as4399Author
January 12, 2022

Hi @Angelyn_T 

 

Thanks for the response.


Is there any other way to do it other than manually with Excel?

 

This seems to be a regular thing with my bank/qbo importing the data... It could get quite labor intensive doing it manually.
Is there some way that the qbo sync can be rolled back so that it resyncs automatically and pulls in the new data?

Jen_D
Jen_D
January 12, 2022

Thanks for coming back here, @as4399.

 

I'm joining in to share additional insights to this banking concern of yours.

 

The data we receive depends on what the linked bank account send us. After you exclude a transaction from the For Review tab, we cannot guarantee that we can retrieve it back. But you can try to update the bank to fetch back downloaded bank transactions in QuickBooks. Here's how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Go to the Banking tab.
  3. Select Update.

This updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions.

 

If the steps does not retrieve the entries, you will need to manually upload transactions into QuickBooks Online as suggested by Angelyn_T. To learn more about how QuickBooks gets data, see the following link: Connect bank and credit card accounts to QuickBooks Online

 

Please post here again fi there's anything else you need help with, especially for this banking topic. I'll be right here to help.

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