The option to change the default period is currently unavailable, @Jsmith119978. But, I have a workaround to help you match the transactions. Let me share it with you.
Before anything else, please know that QuickBooks automatically matches transactions based on the date range in the bank feed to avoid duplicate entries and ensure accuracy which is why changing the date range isn't possible.
You can manually select and match transactions within a 1-week period. Use the Undo option to undo any incorrect matches, set the date to smaller range, and use the Exclude option to exclude transactions that don't need to be matched.
Another way is you can select "Find match" in the Banking page. Here's how:
- Navigate to the Banking menu and choose Banking.
- Select the account you want to reconcile, then select the transactions that need to be match.
- Click on Find match.
- QuickBooks will automatically search for matching transactions based on the amount and date.
- Choose the transactions that matches, then Save.
You may refer to this guide: Match online bank transactions in QuickBooks Online.
Additionally, to avoid financial discrepancies in the future, I'd suggest reconciling your account regularly.
Please let me know if you need further guidance in locating and matching your transactions in QuickBooks. I'll be here to respond to you and ensure you get the help that you need.
