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SPC220
March 24, 2021
Question

Amend transaction dates.

  • March 24, 2021
  • 1 reply
  • 0 views

Hi

hope somebody can help - it must be straight forward, but I cannot find specific information on amending transaction dates. Background is I uploaded a csv file - it seems because the file was formatted in a certain way, some of the dates were interpreted as the American method of expressing dates - and so appear incorrectly within QBO. I know which ones this affects - and hoped for an easy way of doing this. I noticed the error in the process of adding/categorising the transactions.

The way I have found (out myself rather than any of the videos) is to categorise and add the transactions, then amend within Bank history, in the Chart of Accounts section. Is this the correct way?

Many thanks

Sean

1 reply

M
MirriamM
March 24, 2021

Hi there, @SPC220. Thanks for reaching out and providing detailed information about your concern.

 

You're correct about the process of amending the date of your transactions. You can edit it after matching, adding, or categorising the transaction.

 

To do so, you can open the transaction, then edit the date. Before doing so, I recommend double-checking the correct date as this might cause discrepancies between your bank statement and QuickBooks records. 

 

To learn more about reviewing your transactions, see this article for a guide: Categorise and match online bank transactions in QuickBooks Online.

 

Once you're ready to reconcile, check this resource for the workflow: Reconcile an account in QuickBooks Online.

 

Please know that I'm just a reply away if you need any further assistance in managing your transactions. Wishing you all the best.

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