QB Issue Resolution:
You’ll need to exclude the previous years’ transactions so these amounts will be removed on your For Review page.
- On your Bank and Credit Cards page (Transactions > Banking), click For Review.
- Check the boxes of the transactions you want to exclude.
- At the top of the list, click Batch actions.
- Select Exclude Selected.
Feel free to read these articles for more details: Exclude Downloaded Transactions.
Resolution for Issue 'How can I get the bank feed to only show me transactions from current year?. It keeps wanting me to add transactions from previous years.' available: Yes (Solved).
Source: Intuit Community forum.
How can I get the bank feed to only show me transactions from current year?. It keeps wanting me to add transactions from previous years.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Bank and Credit Cards
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Error Recovery for Bank and Credit Cards [Canada]
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