How can I move a date from last years expenses to this years expenses.

elpaso-idealfurn · ‎February 14, 2020

AileneA · ‎February 14, 2020

Thank you for reaching out to the community.

Let me guide you on how to modify the expense transaction date. Here's how:

Click the Expenses menu and select expenses.
Under Action, click View/Edit.
Modify the date under Payment date.
Hit Save and close.

Once done, you can run a Transaction List by Vendor Report to view the transactions made on that date.

You can visit this article for more information about modifying transactions: Enter, edit, or delete expenses in QuickBooks Online.

If you have any other questions about modifying transaction, don’t hesitate to comment below. Have a great day!

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AileneA · ‎February 14, 2020

Hi there, @elpaso-idealfurn.

Thank you for reaching out to the community.

Let me guide you on how to modify the expense transaction date. Here's how:

Click the Expenses menu and select expenses.
Under Action, click View/Edit.
Modify the date under Payment date.
Hit Save and close.

Once done, you can run a Transaction List by Vendor Report to view the transactions made on that date.

You can visit this article for more information about modifying transactions: Enter, edit, or delete expenses in QuickBooks Online.

If you have any other questions about modifying transaction, don’t hesitate to comment below. Have a great day!

elpaso-idealfurn · ‎February 17, 2020

Thank you so much, I was able to change my dates. I appreciate all your help.

butarbakes · ‎February 18, 2021

Thank you for this - quick question: will this work for transaction that has already been reconciled?

I'm trying to figure out how to edit expenses that I paid in 2020 (check was written in mid-december 2020) but was cashed by vendor mid January 2021. I would like to include this expense for my 2020 P&L, but I'm not sure if changing the date will work or if it will throw my reconciliation out of whack.

How do I go about doing this? Thanks!

MaryLandT · ‎February 18, 2021

Changing the date will affect the balance since you've already reconciled the account, butarbakes.

You may need to undo the last reconciliation and change the ending balance to include the expense. This ensures have accurate records of your book.

If you have the accountant version of QuickBooks, you can easily undo previous reconciliation. If not, you need to manually edit each transaction on your register.

Let me show you how:

Go to the Accounting menu, then Chart of Accounts.
Find the account holding the transaction. Then select View register.
Select the transaction you want to unreconcile to expand the view.
Review the check column. If the transaction is reconciled, you’ll see an “R.”
Select the checkbox until it's blank. This removes the transaction from the reconciliation.
Click Save.

I'm adding these links to help you make the changes:

If you need additional information about this, please leave a comment below. I'm always glad to help you.

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How can I move a date from last years expenses to this years expenses.