How do I change the initial date of importing transactions from my bank?

Hello, bchbum1-yahoo-co.

I'd like to share important details when setting a start date for bank transaction download. I'll also provide options on how you can do this. 

Most supported banks will only let you download the last 90 days' worth of transactions automatically (though there are some that offer more than 90 days). However, there are some banks that let you set a start date. PayPal, for example, offers this feature: 

Did you notice a similar option when you first connected your bank? If so, you'll want to disconnect and reconnect it again. Then, set the start date to 9/1/20. 

If your bank doesn't offer this, you'll want to exclude those transactions before September 1st. Then, let your bank automatically download the succeeding records. 

To exclude the transactions: 

1. Go to the Banking page.
2. Check the transactions before September 1st.
3. Click the Exclude button.

When your September transactions come in, you'll want to categorize or match them. This article has a detailed explanation on how to do this: Categorize and match online bank transactions in QuickBooks Online.

Our articles are also available if you need help with something else in QuickBooks Online. Take a look at them here. 

I'm still available if you have future concerns for QBO. Simply post your replies here and I'll get back to you. Have a solid day ahead!