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sharonmcnulty
Level 3

I am only starting Quick Books in 2020 so I don't want to download 90 days of bank transactions, only transactions since 01/01/2020, how can I do this?

 
Solved
Best answer February 21, 2020

Best Answers
Michael K
Moderator

I am only starting Quick Books in 2020 so I don't want to download 90 days of bank transactions, only transactions since 01/01/2020, how can I do this?

Hey there, @sharonmcnulty.

 

Glad to have you here in the Community. Using Bank Feeds in QuickBooks Online, your bank will pull in 90 days worth of transactions. While some banks support the ability to select a date range when connecting, this doesn't apply to all banks. If you notice that your bank pull in transactions from before January 1, you can simply exclude them by following these super easy steps:

 

  1. Select Banking.
  2. On the Banking page, select the For Review tab.
  3. Select the checkboxes of the transactions to exclude.
  4. From the Batch actions drop-down, choose Exclude Selected.

 

That's it! If you're new to Bank Feeds, I recommend checking out: Set up account for Bank Feeds

 

If you have any other questions, let me know by hitting the Reply button below. I'll be here to help. Have a wonderful weekend!

View solution in original post

1 Comment
Michael K
Moderator

I am only starting Quick Books in 2020 so I don't want to download 90 days of bank transactions, only transactions since 01/01/2020, how can I do this?

Hey there, @sharonmcnulty.

 

Glad to have you here in the Community. Using Bank Feeds in QuickBooks Online, your bank will pull in 90 days worth of transactions. While some banks support the ability to select a date range when connecting, this doesn't apply to all banks. If you notice that your bank pull in transactions from before January 1, you can simply exclude them by following these super easy steps:

 

  1. Select Banking.
  2. On the Banking page, select the For Review tab.
  3. Select the checkboxes of the transactions to exclude.
  4. From the Batch actions drop-down, choose Exclude Selected.

 

That's it! If you're new to Bank Feeds, I recommend checking out: Set up account for Bank Feeds

 

If you have any other questions, let me know by hitting the Reply button below. I'll be here to help. Have a wonderful weekend!

View solution in original post

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