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August 25, 2025
Question

How to back date transactions to 5th April 2024?

  • August 25, 2025
  • 1 reply
  • 2 views

I had my free 45 minutes with quickbooks. We deleted my bank so we could start over but I couldn’t reconnect to my bank account during the session. I want to start bank transactions from 5th April 2024?

1 reply

Moderator
August 25, 2025

Let’s perform some troubleshooting steps to reconnect your bank account in QuickBooks Online (QBO), randr4ewe.

 

Before we start, may I ask about the name of your financial institution and whether you have encountered any error messages while attempting to connect it to QuickBooks? This information would be a great assistance in delivering an accurate resolution to your concern.

 

I recommend checking your bank’s website for any ongoing updates or maintenance on their end.  Next, you can sign out and sign back in to your QBO account. Then, attempt to reconnect your bank account again.

 

Please note that the amount of historical data you can retrieve depends on your bank.

 

In the meantime, you can also manually upload your bank transactions to pull up your bank entries from a specific date.

 

You can always revisit this thread if you have additional questions or concerns about bank accounts.