I'm trying to filter my categorized bank transactions based on a specific date. When I click apply, all of the current records come back, not the date ranged I specified?

Hi there, @tlenzmeier.

I can help you with customizing the dates of your categorized banking transactions.

Usually, the system must read the dates selected beside the Calendar tab. If it's not working on your end, I would recommend performing some troubleshooting steps to isolate the issue.

First, you can open QuickBooks using a private window. This browser prevents any virus infections that can cause unexpected behavior when using QuickBooks. From there, go to the Banking page and filter the dates. 

To save you time, use either of these keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P

If that works, I suggest switching back to your original browser and clear its cache to start fresh.

Moreover, you can also use other supported and up-to-date browsers to narrow down the result.

For additional resources about managing your banking transactions, you can check out the topics from this link: Find help with bank feeds and reconciling accounts for QBO.

Please let me know how else I can help you with your categorized transactions by adding a comment below. I'm more than happy to help. Have a good one!

I've already tried clearing my browser history, my cache, and I've opened a private browsing window. None of those work. Every time I get the most current transactions. The filtering works fine on the items for review, but NOT for transactions that are already categorized. I have a stray receipt from last July that I need to correct. The only way I've been able to do that is to undo the categorized transactions and then re-categorize it.

Thanks for keeping us updated with the results you've taken so far, tlenzmeier.

The suggested steps shared by my colleague above are commonly used to help resolved issues with filtering the dates and categorizing bank transactions on the Banking page.

Since this didn't work for you, I suggested reaching out to our QuickBooks Care Team as it requires a more thorough investigation.

Here's how to contact us:

1. Go to the Help menu at the upper right.
2. Select Contact Us.
3. Enter your concern.
4. Click Let’s talk.
5. Choose Get a callback. 
6. Type in your contact info.
7. Select Confirm my call.

You can check out this article for our most updated contact information: Support hours and types.

Here's an article that you might find helpful when matching and manage your downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

Know that you're always welcome to post here in QuickBooks Community if you have any other concerns.