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.

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Before You Start

Digits uses two types of start (cutover) dates:

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)

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

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How to Change a Connection or Account Start Date

1. From your client’s dashboard, 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

1. Turn off Import all historical transactions
2. Select a new start date from the calendar

1. Click Done to save your changes

Note: Plaid can only pull up to 2 years of transaction history for connected bank and credit card accounts.

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

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When to Change the Start Date

Change the start date if:

Too much historical data was imported

You want to limit transactions to a specific period

You’re cleaning up data without removing the entire connection

You can't update the QuickBooks cutover date after setup. See: Starting Over in Digits

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
• Adjust balances with journal entries if you’re already live and need to correct historical data. See: Journal Entries in Digits

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

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Frequently Asked Questions

Can I set a future start date?

No. The start date must be today or a date in the past.

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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