Correct bank transaction details are crucial to ensure your financial reports are accurate, moeketsi. Allow me to lend a hand in addressing why your bank entry dates are changing.
When categorizing entries in QuickBooks Online (QBO), the transaction date doesn't change. Since you're experiencing some unusual behavior, let's have you undo these categorized transactions. This way, we can narrow the cause of this.
To do so, here's how:
- Log in to your QBO account.
- Go to Transaction, then Bank transaction.
- Click the tile of your account.
- Select Categorize.
- Identify the transaction that has the incorrect date, and then hit Undo.
Once done, check if the entry changed to its correct date in the For Review tab. If this resolves the issues, you can recategorize these transactions again.
However, if the issue persists after performing these steps, I recommend contacting our support team. By reaching out, they can safely check your account to find the root cause of this matter.
To contact them, here's how:
- Open your QBO account.
- Click the (?) Help button.
- Select either tab to get started:
- Assistant: Get speedy, customized answers. Choose a suggested option or write a question or topic you need help with. If you need more assistance, you can still chat with a human.
- Search: Type a question, keyword, or topic for QuickBooks Online self-help information, or select Contact Us, enter your question, and hit Continue. Decide how to connect with us.
- Start a chat with a QuickBooks support expert online.
Our live chat is available for QuickBooks Online Simple Start, Essentials, and Plus users from 8 AM to 6 PM SAST, Monday to Friday.
For reference, please check out this article: How and when can I contact QuickBooks Online support?
To enhance your categorization efficiency in QBO, please read this article to help you with the process: Set up bank rules to categorise online banking transactions in QuickBooks Online.
The Community space is always available if you have other questions about correcting your bank transaction date. We'll be happy to assist you all the way.
