Showing results for 
Search instead for 
Did you mean: 

Reply to message

View discussion in a popup

Replying to:

Reply to message

Good thing you clarify, B Cald Well.


You can follow what my colleague, @RenjolynC stated above. Regarding the overlapping dates, you'll have the option to customize the date range of the transactions you'll want to download. For example, from January 01, 2018 to December 31, 2018.


Your bank institution will be the one to customize it for you.


This way, you'll be able to control what transactions to  be downloaded on your QuickBooks file. 


Feel free to post again, B Cald Well if you have further concerns. Have a good day!

Need to get in touch?

Contact us