I can show you how to get back on track with your bank downloaded transactions, adamilles.
After you connect your bank and credit card accounts QuickBooks automatically downloads the latest transactions. It looks for and tries to match them with transactions you've already entered into QuickBooks. If it can't find a match, it creates a new transaction record for you.
If you want to set the date of the transactions to download, you'll want to manually upload them through a file format that we support. Before you do so, you'll want to manage those that are seated in your For review tab. You can exclude them if you want to start over.
To start importing your preferred date of transactions, you can visit your bank's website. Then, follow your bank's instructions for how to download CSV files of your transactions to your computer. Check the date range for the download. You can download your transactions and save the file somewhere you can easily find it, like your computer's desktop. After downloading, you can now manually upload them into QuickBooks.
You can also check out these articles for more details on getting started with Banking. It includes other links like categorizing and reconciling your bank accounts.
Please let me know how it goes or if you have any other issues in the comment section below. I want to make sure everything is taken care of for you. I'll be here to help. Have a good one!
