How to Set the Default Transaction Date in QuickBooks

 In Post, Profit Improvement Tips, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks for Mfg + Distributors, QuickBooks for Service Businesses, QuickBooks Tips and Training

Wondering how QuickBooks determines what date to use on transactions?

Here’s the answer…

TODAY’S DATE OR LAST ENTERED?

In QuickBooks Pro/Premier/Enterprise (this is not an option in QBO that I can see), navigate to the Edit menu option

From there, click Preferences, then General.

Once there, look for the “Default Date to Use for New Transactions” preference, which looks like this:

Setting default date in QuickBooks

You have two choices:

  • Use today’s date as default
  • Use the last entered date as default

Choose your preferred option and click OK to lock it in.

Pro tips:

  • I recommend using the “today’s date” option as the default unless you are hand entering a bunch of old transactions for some reason
  • Note this setting is under “My Preferences”. That means each QuickBooks user can set this preference as desired

RELATED INFORMATION

Recent Posts

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Contact Scott

We're not around right now. But you can send us an email and we'll get back to you, asap.