When I edit sales receipts while categorizing transactions in the banking screen, the date is automatically (and incorrectly) changed to today. Can I stop this?

Hey there, pmcelwee. 

Thanks for dropping by the Community this afternoon, I'm happy to provide some feedback on what's going on. The program is designed to automatically "start" on the current days date. So there's no way to set it so it doesn't update to today, however, if you click the drop-down arrow next to the date, you can change it to whatever date you choose. Below, I'm including some helpful articles. 

• Categorize and match online bank transactions in QuickBooks Online.
• Customize invoices, estimates, and sales receipts in QuickBooks Online.

If you have any other questions, feel free to post them here in this thread, thank you for your time and have a nice afternoon. 

Thanks for your message, Nick. This is close to what I was guessing was happening under-the-covers.

I'd love a feature where the date on the draft Sales Receipt is set by default to the same date as the Deposit up for review in the Banking screen. Presumably, this kind of date-setting on the underlying Sales Receipt happens automatically in the case where the user just accepts the imported transaction, so perhaps the developers can reuse that mechanism.

Currently, the workflow for me as the user is very awkward. I have to note and remember the date of the imported Deposit on the Banking - because when I click on the "Details" button and navigate to the underlying Sales Receipt, that Deposit date is no longer visible. Then I change the Sales Receipt date to that remembered date, as you say.

When this is required, I often have to do it dozens of times (because an item name was mis-matching, probably because someone forgot to set it up in QuickBooks prior to its public launch), so it is fairly onerous.

Thanks for your consideration!