How to Add a Custom Posting Date to a Transaction (QBO only)

Businesses with QuickBooks Online (QBO) connected to Float can add a custom posting date to a transaction. This is useful if a transaction needs to be exported to a different accounting period, such as when the original transaction date falls within a closed accounting period in QBO.

How to Add a Custom Posting Date:

1. Go to Accounting > Transaction Exports > Needs Review, Ready to Export or Exported
2. Use the filters to search and select the transaction you want to update
3. Select the calendar icon to the right of the payment date > Select a new date from the calendar

Important Notes:

• The date selected will show as the "Posting" date, below the transaction's original payment date
• The transaction will export with the "Posting" date as the payment date in QBO
• Changing the posting date will appear in the transactions Activity Logs
• If you're changing the posting date of an Exported transaction, you will need to re-export it, so the change is reflected in QBO
  • To re-export, select the "Re-Export" button

How to Delete a Custom Posting Date:

1. Go to Accounting > Transaction Exports > Needs Review, Ready to Export or Exported
2. Use the filters to search and select the transaction you want to update
3. Select the delete button to the right of the custom posting date