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September 18, 2022
Question

How do I edit the date on a transaction to align with my bank's transaction date?

  • September 18, 2022
  • 1 reply
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1 reply

MJoy_D
September 18, 2022

I can show you how to edit the date of a transaction, @tgreids.

 

Can you tell me more about the transaction you're trying to edit? That will surely help me provide an accurate solution to the concern that you're having.

 

You can go to the Chart of Accounts to find and edit the date of the transaction. 

 

Refer to the following steps:

 

  1. Go to the Gear icon and click on Chart of accounts.
  2. Find the account you want to edit the transaction from. In the Action column, click on View register.
  3. Click the transaction and make changes to the Date.
  4. Select Save or Save and close once you're done.

 

To help you find your transactions, filter, sort, and reorder the list of your transactions, check out this article: Find, review, and edit transactions in the account history in QuickBooks Online

 

For more information on how to match the downloaded transaction with the one you already entered in the account, here's how to categorise and match online bank transactions in QuickBooks Online to avoid duplicates. 

 

I'm always here to provide help and answer any questions that you may have about editing the date of your transactions. Have a great rest of the day!