I just entered receipts from 2018 into my transactions, and the expenses are being shown as 2019 expenses. How do I adjust this so that they show as 2018 expenses?

Answer

Hi thumbprintsetc,

Allow me to help how you can change the date of your transaction to 2018.

If your transactions are manually added to your account you can change the date of the transaction to 2018.

Here’s how:

  1. Go to Transactions.
  2. Double click the transaction and change the date on the Date box.

But if your transactions were imported through a CSV file, what you can do is to revisit how the date on the CSV file was entered. It should show 2018 not 2019. If it was incorrect, let's delete the imported file. Then, update the date on the file and re-import it to your account.

To delete the imported CSV file. Here’s how:

  1. Go to the Gear icon.
  2. Under Transactions click Imports.
  3. Select which account you’ve imported the file and click Import older transactions.
  4. Click the Trashcan icon right next to the file.

Check the CSV files copy if the date was for 2018. If not, change the date to 2018 and re-import.

To re-import transaction here’s how:

  1. Go to the Gear icon.
  2. Under Transactions click Imports.
  3. Select Import older transactions on the right for the account you want the transactions to belong to.
  4. Follow the instructions onscreen to finish importing your data.
  5. Select Import.

In case you’ll need a reference you can check this article: Import transactions from other sources.

That should do it! Please don’t hesitate to swing again here in the community if you have other QuickBooks question. Have a good day!

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IntuitGlenn , Community Support Specialist
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