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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:
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!
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?
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:
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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