Start date limits which source rows are eligible to be imported from a transaction export. Rows before that date are held back with a reason, while the saved batch keeps their check results.
- Choose the financial account and identify the first date of activity you intend to add.
- Enter Start date if you need to exclude earlier history from this batch.
- After Check rows against the books, inspect Before start date rows and confirm the boundary is correct.
An account’s opening-balance date also matters. The form explains that rows on or before that date are always held back. An optional start date does not override that protection.
Avoid overlapping opening history
Compare the selected boundary with the source opening balance and any earlier imports. A period should not include both an opening value and the same activity already represented by that value without an appropriate accounting plan.
If the boundary is wrong, correct it before committing. If the source dates themselves are correct, do not edit them to make rows eligible. Retain the source file and use the saved check reasons to explain which activity was intentionally excluded.
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