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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
parisatag
Level 1

How can I adjust the transaction dates for qb to access older dates in my bank account?

My transactions date back to April 19th. I need them to date back to April 6th but don't know how to make that happen

1 REPLY 1
MoiraskyeT
QuickBooks Team

How can I adjust the transaction dates for qb to access older dates in my bank account?

We can only access your QuickBooks bank transactions from the last 90 days, Parisa.

 

To view transactions older than that, you need to import them first, but you must retrieve your bank transactions beforehand.

 

Here's how:

 

  1. Navigate to the Transactions tab.
  2. Click the drop-down arrow next to the Add transaction option.
  3. Select Import transactions.
  4. Choose the account where you want to import older transactions.
  5. Follow the on-screen instructions to successfully upload your data.

 

If you have any further questions regarding bank transactions, please reply to this thread.

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