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January 20, 2024
Question

How do I change the date of a transaction in my checking account?

  • January 20, 2024
  • 1 reply
  • 4 views
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1 reply

Moderator
January 20, 2024

I'll help you change the transaction date in your checking account, zfunk.

 

You'll need to select the transaction on your bank register. Please refer to the steps below:

 

  1. Go to Transactions and choose Chart of accounts.
  2. Type Checking on the Filter by name or number search box.
  3. Click View register beside your checking account.
  4. Find the transaction you want to edit. Then, click the date and change.
  5. Hit Save.

 

Moreover, here's an article to help you break down your income, expenses, and other account types under a parent account: Create subaccounts in your chart of accounts in QuickBooks Online.

 

Hit reply in the thread if you have additional questions about managing your checking account in QuickBooks Online (QBO). I'll be around to assist you. Take care!