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ddlang0304
Level 1

Can I change the date that my bank transactions are from?

When I set up quickbooks, I must not of entered the correct import date. I need transactions from an earlier period. Can I change the date?

1 Comment 1
EmaicaD
QuickBooks Team

Can I change the date that my bank transactions are from?

The option that can be made to pull up the earlier date of your bank transaction would be to manually import the transaction in your QuickBooks Online account,  Ddlang. I'll outline the steps below.

 

The date in syncing bank transactions will depend on what has been setup with the bank. However, you can exclude the transactions that had been imported, unlink and re-link the bank account for you to put the date correctly. Additionally, the earlier transactions can't still not be imported cause QBO only allowed the last 90 days of your bank account's transaction.

 

Here's the process to manually upload transactions:

 

  1. Navigate to Transactions, then select Bank Transactions.
  2. From the Link account dropdown, select Upload from a file.
  3. Drag and drop or choose files to upload your bank statement.
  4. Click on Continue.
  5. Select a bank account for the transactions you are uploading manually, then click Continue.
  6. Specify the format and the fields of your file, then click Continue.
  7. Follow the provided steps and instructions to upload the older transactions.

 

Here's a reference on how to manually upload the transaction: Manually upload transactions into QuickBooks Online.

 

Once this concern is resolved, you can now begin reconciling to help verify the accuracy of your financial statements, identify errors or unauthorized transactions, and ensure that your accounts are balanced and accurate.

 

If needed some assistance when managing your transactions in QuickBooks Online, you can consult our QuickBooks Live Expert Assisted. They can share a lot of knowledge with you.

 

Please let us know if you're done with the steps and references that I provided when providing the correct date you desired. We're here to ensure your financial records and transactions are accurate and up-to-date.

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