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mosadiegivesback
Level 1

Have just started and uploaded the bank statement direct from bank, but wrong dates. How do I rectify

incorrect dowlaod from bank
1 Comment 1
MariaSoledadG
QuickBooks Team

Have just started and uploaded the bank statement direct from bank, but wrong dates. How do I rectify

Let get this resolved, mosadiegivesback.

 

QuickBooks automatically downloads bank transactions worth 90 days for the first time. You can exclude those transactions to get rid of incorrect entries. 

 

Here's how: 

  1. Click Banking on the left menu.
  2. On the Banking page, select the For Review tab.
  3. Select the checkboxes of the transactions to exclude.
  4. From the Batch actions drop-down, choose Exclude Selected.

Once done, make sure to upload them again with the correct dates. 

 

You'll want to review your bank transactions so you can you'll be able to categorize them. I have this article for more information: Categorise And Match Online Bank Transactions In QuickBooks Online.

 

Feel free to let us know if you need any help. We're always right here to assist you.