> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/business-connections/start-date.md).

# Change the Start Date for a Connection

Each connection in Digits has a start date that controls how far back transactions are imported.  You can update this start date to adjust how much historical data is included.

***

### Before You Start

Digits uses two types of start (cutover) dates:

{% columns %}
{% column %}
**Accounting Start Dates**

Each bank, card, or integration (such as Stripe, Ramp, or payroll) has its own start date.

* Controls how far back data is imported for that connection
* Can be updated at any time
* Cannot be earlier than a QuickBooks cutover date (if one exists)
  {% endcolumn %}

{% column %}
**QuickBooks Cutover Date (initial setup only)**

If you migrated from QuickBooks Online, Digits sets a cutover date during setup.

* Applies to your entire account
* Cannot be changed after setup
* Limits how far back any connection can import data

If you need to change this date, you’ll need to **start over**.

See: [Starting Over in Digits](/business-connections/starting-over.md)
{% endcolumn %}
{% endcolumns %}

***

{% embed url="<https://app.arcade.software/share/ewrCh75mlN7CtEomeMCN>" %}

### How to Change a Connection or Account Start Date

1. Click **Connections** in the left navigation
2. Select **My Connections**
3. Click **Manage** next to the connection
4. Click the account in the left panel

<div align="left"><figure><img src="https://757481048-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FP19jknnpoCfbiUsJMprZ%2Fuploads%2Fja5rvAPZFqHupLxuXDzz%2Fimage.png?alt=media&amp;token=2117edce-0d5c-4989-9684-36035b14ef46" alt="" width="563"><figcaption></figcaption></figure></div>

5. Turn off **Import all historical transactions**
6. Select a new start date from the calendar

<div align="left"><figure><img src="https://757481048-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FP19jknnpoCfbiUsJMprZ%2Fuploads%2FilhyokUvEQKavzDyqITH%2FCursor_and_Client_One___Connections.png?alt=media&amp;token=e0d02266-eb3c-48a0-8ad1-7442b11f1cc1" alt="" width="351"><figcaption></figcaption></figure></div>

7. Click **Done** to save your changes

{% hint style="danger" icon="calendar-days" %}
**Note:** Plaid can only pull up to 2 years of transaction history for connected bank and credit card accounts.
{% endhint %}

Digits updates which transactions are visible based on the new start date. Transactions before that date will no longer appear.

{% hint style="info" %}
**Cleaning up transactions from before your start date?** If you removed a connection or changed your cutover date and older imported transactions stayed behind, you can remove them individually or in bulk by going to Accounting → Ledger.&#x20;
{% endhint %}

***

### When to Change the Start Date

Change the start date if:

<i class="fa-octagon-check" style="color:green;">:octagon-check:</i>  Too much historical data was imported

<i class="fa-octagon-check" style="color:green;">:octagon-check:</i>  You want to limit transactions to a specific period

<i class="fa-octagon-check" style="color:green;">:octagon-check:</i>  You’re cleaning up data without removing the entire connection

<i class="fa-hexagon-xmark" style="color:red;">:hexagon-xmark:</i>  You can't update the QuickBooks cutover date after setup. See: [Starting Over in Digits](/business-connections/starting-over.md)

**Other Options:**

If updating the start date doesn’t solve your issue:

* **Delete and reconnect the connection** to fully reset imported transactions. See: [Archive and Delete a Connection](/business-connections/remove-connections.md)
* **Adjust balances with journal entries** if you’re already live and need to correct historical data. See:   [Journal Entries in Digits](/business-agentic-general-ledger/journal-entries.md)

{% hint style="info" icon="lightbulb-exclamation-on" %}
**Just need to remove a few transactions?** Changing the start date is best when you want to trim the historical range of imports for a connection. To remove individual synced transactions from Plaid, Stripe, or QuickBooks Online without affecting the rest of the connection, see [Delete or Remove Transactions in Digits](/business-connections/remove-transactions.md)
{% endhint %}

***

### Frequently Asked Questions

<details>

<summary>Can I set a future start date? </summary>

**Yes.** However, we recommend choosing today's date or an earlier date. If you select a future start date, transactions for that account will remain hidden until that date.

</details>

<details>

<summary>After changing my connection's start date, why is my account balance incorrect?</summary>

If you move a connection's start date later, transactions before the new start date are removed, but the original opening balance entry may remain.

After updating the start date, review the account's opening balance. If it no longer reflects the correct starting balance, adjust or delete the opening balance entry.

</details>

***

{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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***


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