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userdvasquez-neac
Level 1

Messed up transaction upload to incorrect date. Can't edit date.

I recently uploaded a transaction, and I'm trying to match it to my invoices. However, the transaction uploads with a 1969 date and I can't edit. 

 

What did you do to the software? You are really pissing me off. 

4 Comments 4
JaeAnnC
QuickBooks Team

Messed up transaction upload to incorrect date. Can't edit date.

Modifying the date of your bank transactions is an essential part of ensuring accuracy in your records, Vasquez. I'd like to inform you that there's a way to do this in QuickBooks Online (QBO), and I'm here to show you how.

 

After uploading your bank transactions, it will go under the For Review tab so you can categorize or match it. To edit the date, you'll have to enable the Editable date field option in the bank feeds.

 

Here's how:

 

  1. Go to Transactions and click Bank Transactions.
  2. Select the bank account and navigate to the For Review tab.
  3. Click the Gear icon and put a checkmark beside the Editable date field option.
    image (12).png

Moving forward, you'll want to ensure that the date format of your CSV file is accurate. Learn more by reading this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Additionally, I recommend regularly reconciling your QBO accounts with your actual bank statements to ensure they align accurately.

 

Just leave your questions below if you need clarification about managing your bank transactions. The Community is available anytime to provide additional details. Stay safe.

userdvasquez-neac
Level 1

Messed up transaction upload to incorrect date. Can't edit date.

The advice does not work. Even after doing what you mention, the dates don't change and match to 1969.

 

THERE IS SOMETHING WRONG WITH YOUR SOFTWARE!!

userdvasquez-neac
Level 1

Messed up transaction upload to incorrect date. Can't edit date.

This advice does not work.

 

THERE IS SOMETHING WORNG WITH YOUR SOFTWARE!

 

When are you actually going to listen to your customers?

JeveeAdvin__la
QuickBooks Team

Messed up transaction upload to incorrect date. Can't edit date.

Hi there, Vasquez. 

Thank you for your efforts following the solution provided by my colleague JaeAnnC. I can help by adding more details on how to adjust the date. It seems there could be a setting problem causing the transactions to upload with the incorrect date of 1969 and preventing you from editing them.

I've attached a screenshots to enhance your understanding.
 


 


If you still encountering an issue with a transaction date that cannot be edited directly in QuickBooks Online, you can delete or exclude it. From your CSV file correct the date and upload it again.

image (7).png

image (8).png


You can check out this article for detailed steps: Exclude a bank transaction you downloaded into QuickBooks Online.

 

Furthermore, ensure regular reconciliation of your account in QuickBooks Online with your bank statements to keep accurate records.

If you continue to encounter issues with changing the date of your transactions, please leave a message here. I'm here to support you.

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