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P
PW AZ
May 2, 2021
Question

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

  • May 2, 2021
  • 1 reply
  • 1 view
No text available

1 reply

C
Charies_M
Level 9
May 4, 2021

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.

K
Kefro
March 28, 2022

During setup I picked 1/1/2022, I need to change it to 1/1/2021

C
Charies_M
Level 9
March 28, 2022

I'm glad you find your way here in the Community, Kefro.

 

You'll want to exclude the previously downloaded transactions and redownload those with the correct dates. The Exclude Selected option can be found under Batch actions from your Banking tab. Let me share the steps on how to do it below:
 

  1. Go to the Banking menu on the left panel.
  2. Choose the Banking tab.
  3. Check the box beside the transactions you want to exclude.
  4. Click the Batch actions drop-down and choose to Exclude Selected.

 

To know more about the process of excluding downloaded transactions in QBO, feel free to visit this article: Exclude a bank transaction you downloaded into QuickBooks Online.

 

Once done, you can manually add the transactions with the correct dates. For instructions on how to do this, check out this article: Manually upload transactions into QuickBooks Online.

 

Drop me a reply if you have any follow-up questions about excluding transactions. I'm always happy to help.

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