i signed up and everything appeared for 2018. i want to start with 2019 and can't figure out how to change it.


Thank you for subscribing QuickBooks Self-Employed (QBSE), marymondragon195

Let’s remove all the 2018 bank transactions, so the 2019 data will remain.

If you’ve just signed up and connected your bank accounts in QBSE, we pull as much of your income and spending transaction data as possible.

The amount of data we can bring in when you first connect an account depends entirely on your bank. It usually ranges from 30 to 90 days. For more details, you can check out this article: https://community.intuit.com/articles/1764025.

Since you want to start with the 2019 transactions, you can manually exclude the 2018 bank data. This way, it will stop QBSE from including any income or expense transactions from your tax year calculations in the Home or Expense screens. Here’s how:

  1. Go to the Transactions tab from the left menu.
  2. Set the date range to last year.
  3. Check the Date drop-down to select 25 transactions or manually select each 2018 transaction.
  4. Click Exclude.

I’ve added screenshots below to guide you through the steps.

To learn more about online banking in QBSE, you can navigate freely these helpful topics on this article: Banking and Transactions. To browse other topics, you can go through this article: https://community.intuit.com/quickbooks-self-employed.

This will get you going, marymondragon195. If you have other concerns, feel free to add a comment below. I’ll be around to help. Have an awesome day!

Was this answer helpful? Yes No
Default user avatars original
IntuitRaymondJay , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.