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PW AZ
Level 1

How do I change the setup date for a credit card account to an earlier date and import previous transactions

 
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Charies_M
Moderator

How do I change the setup date for a credit card account to an earlier date and import previous transactions

Welcome to the Community, PW AZ.

 

To pick a start date for your credit card, follow the instructions below:

  1. Sign in to your bank or credit card's website.
  2. Follow your bank's instructions for how to download CSV files of your transactions to your computer. Every financial institution has different steps.
  3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

You'll want to visit this article for more details on how to manually upload transactions from your bank to QBO: Manually upload transactions into QuickBooks Online.

 

I'm leaving you this article about matching and categorising transactions: Match and categorise the downloaded transactions.

 

Feel free to visit the following link to become more familiar with the features and functions of QBO: 

If you have further questions while managing your SUI rates, please feel free to drop a line. Have a wonderful weekend.