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Level 4

In bank feed how can I set the start date for the list that has arrived?

My first bank feed (just acquired) goes back to October 2019.  I don't need most of that since all bank statement entries prior to 1.1.2020 were resolved and entered manually before I started bank feed.  Can I set the start date?
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Best answer January 15, 2020

Accepted Solutions
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QuickBooks Team

In bank feed how can I set the start date for the list that has arrived?

Hi Communityoil,

 

If the bank is connected and has brought transactions though that you have manually put in via csv then just exclude them then just click update and it will up bring in the resent transactions for you. There is no way of setting a start date, if you disconnect and reconnect the bank it asks when you would like to bring the transactions though from. 

View solution in original post

3 REPLIES 3
Highlighted
QuickBooks Team

In bank feed how can I set the start date for the list that has arrived?

Hi Communityoil,

 

If the bank is connected and has brought transactions though that you have manually put in via csv then just exclude them then just click update and it will up bring in the resent transactions for you. There is no way of setting a start date, if you disconnect and reconnect the bank it asks when you would like to bring the transactions though from. 

View solution in original post

Highlighted
Level 4

In bank feed how can I set the start date for the list that has arrived?

Ashleigh1,

I thought originally this was a good solution - but you're having a laugh aren't you.  As fast as I exclude entries from the list, earlier entries are added!  The list goes back to June 2018 currently and is growing every time I exclude some of the earlier ones.

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Moderator

In bank feed how can I set the start date for the list that has arrived?

I appreciate you getting back and sharing the results with us, communityoil

 

Currently, we have an ongoing investigation with transactions keeps downloading when trying to exclude one. Our engineer are aware of this and are continuously working on the investigation to come up with a fix so you'll be back on track.

 

While they do, I want you to be added to our containment list of affected users. That said, I suggest contacting our QuickBooks Care Support. An update will be communicated via email.

 

Here's how:

  1. Go to the Help menu at the upper right.
  2. Select Contact Us.
  3. Enter your concern.
  4. Click Let’s talk.
  5. Choose Get a callback
  6. Type in your contact info.
  7. Select Confirm my call.

You can have this investigation number INV- 38920 as your reference. We'll be also updating this thread once we receive progress of the current investigation.

 

If you have other questions, just let me know. I'm always happy to assist you further. Have a great day ahead.