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You'd be glad to know I have the steps on how to separate the dates of your receipts, Samantha.
You can filter the dates of your receipts once you've uploaded them in your QuickBooks Online (QBO). I'll show you how.
- Go to the Banking or Transactions menu.
- Select the Receipts tab.
- Click Upload from computer or Upload from Google Drive.
- Locate and select the receipts you want to upload.
- When finished, click the filter icon beside the Batch actions button.
- Filter the search option by your preferred dates and click Apply.
You can also utilize this resource for more details: Upload your receipts and bills to QuickBooks Online.
Once you're all set up, I got you this article that you can read for your reference in matching your accounts: Reconcile an account in QuickBooks Online.
I'll be around whenever you need help with uploading your receipts or with QBO. Wishing you and your business continued success!
