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Level 1

How to change the dates in the check register? The dates (years are mixed in 2017, 2018, 2020).

 
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QuickBooks Team

How to change the dates in the check register? The dates (years are mixed in 2017, 2018, 2020).

Hi gsaxe,

 

You'll want to select the transaction on the bank register to change the date.

 

Here's how:

  1. Click Accounting on the left menu.
  2. Go to the Chart of Accounts tab.
  3. Select the account where the transactions have been categorized.
  4. Under the Action column, click View register.
  5. Click the date field so you can change the date. 

 

You can also click the Date arrow if you want to show the year in ascending or descending order. Please see the screenshot below.

 

For future reference, you can run account reports to check the category of transaction: Run Reports in QuickBooks Online.

 

Please touch base with us if you need further assistance. I'll always be around to help you anytime.

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Level 11

How to change the dates in the check register? The dates (years are mixed in 2017, 2018, 2020).

Utilize the 3rd party tool to speed up the process.

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

1. Export the Check data you want to modify

2. Change the data (e.g the date in TxnDte column). Make sure not to change any data in the RefNumber and BankAccount.

3. Import the data back into QBO

 

The template should be like this

RefNumberBankAccountVendorPrintOnCheckNameTxnDateLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteToBePrintedCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101CheckingJoe's Coffee 01/10/2020 12 Main StreetSuite 102  AlbanyNY12345  N  General SuppliesGeneral Supplies85.21           
102CheckingCostco 01/10/2020 PO Box 1000   DallasTX28456  N  General SuppliesGeneral Supplies125           
103CheckingProperty Mgmt Assoc 01/10/2020 PO Box 1800   AlbanyNY12345 Mar 2011 RentN  RentRent1000           

 

Hope it helps.

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