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RhondaJean
Level 1

Connecting bank account to online

I am new to QB Online we switched from Desktop.  I have my bank account reconciled through 1-31-20.  There is a question of when I want QB to go back to as a date to download banking.  I am not sure what to do.  

 

I appreciate your time and consideration!

 

RhondaJean 

1 Comment 1
Emily M
QuickBooks Team

Connecting bank account to online

Welcome to the Community, @RhondaJean.

 

I’m here to provide you further information regarding back dating when downloading bank transactions. When connecting your bank account to QuickBooks, it gives you the option to choose what date you’ll like QBO to bring in those transactions over. You can choose any date, your preference, on when you’ll like those transactions to start coming on over from the bank.

 

Some customers have found this link about Connecting Bank and Credit Card Account to QBO helpful.

 

Let me know if there’s anything else I can help you with. Take care.

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