How do I change the date on a statement that I have attached?

RBElliott · October 2020

I have attached a statement file with an incorrect date. How do I change the date or delete and reattach the file? All I see is "Add File'"

BK · October 2020

Is this attachment on a transaction that is in a register of an account? If so, Click on the paper clip icon on that transaction. Then click on three dots (...) and select delete. Then Add correct the statement.

Image: https://us.v-cdn.net/6031128/uploads/editor/g3/1jw6aaunyn31.jpg

If you are concerned about the date that is displayed in the image above, I doubt you can change that (?) because that is the date that you add the attachment.

Sherlock · October 2020

Open the register, press Ctrl + Shift + A, select the date row, View, and the ellipsis icon below the attachment. To save a copy of the attachment, select Export.... To delete the attachment, select Delete. After you have deleted the attachment, select Done, Add, enter the correct date, select OK, Add > Add file..., ...

BK · October 2020

Is this attachment on a transaction that is in a register of an account? If so, Click on the paper clip icon on that transaction. Then click on three dots (...) and select delete. Then Add correct the statement.

If you are concerned about the date that is displayed in the image above, I doubt you can change that (?) because that is the date that you add the attachment.

Sherlock · October 2020

Open the register, press Ctrl + Shift + A, select the date row, View, and the ellipsis icon below the attachment. To save a copy of the attachment, select Export.... To delete the attachment, select Delete. After you have deleted the attachment, select Done, Add, enter the correct date, select OK, Add > Add file..., ...

BK · October 2020

I learned something new after all these years (THANK YOU @Sherlock) on how to select a statement date.

RBElliott · October 2020

Thanks to both you for the quick and helpful reply. It was a quick fix, but not intuitive. I had forgot to change the default date (10/2) to the actual statement date (9/30). BTW It did change the display image date, so that is the statement date and not the entry date.

How do I change the date on a statement that I have attached?

Best Answers

Answers

Categories