QB Issue Resolution:
Glad to have you here in the Community. Using Bank Feeds in QuickBooks Online, your bank will pull in 90 days worth of transactions. While some banks support the ability to select a date range when connecting, this doesn’t apply to all banks. If you notice that your bank pull in transactions from before January 1, you can simply exclude them by following these super easy steps:
- Select Banking.
- On the Banking page, select the For Review tab.
- Select the checkboxes of the transactions to exclude.
- From the Batch actions drop-down, choose Exclude Selected.
That’s it! If you’re new to Bank Feeds, I recommend checking out: Set up account for Bank Feeds
Resolution for Issue 'I am only starting Quick Books in 2020 so I don’t want to download 90 days of bank transactions, only transactions since 01/01/2020, how can I do this?' available: Yes (Solved).
Source: Intuit Community forum.
I am only starting Quick Books in 2020 so I don’t want to download 90 days of bank transactions, only transactions since 01/01/2020, how can I do this?: 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 feeds
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Error Recovery for bank feeds [Canada]
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