Anonymous
Not applicable

Account management

Hello there.

 

I understand how convenient it can be to keep your account signed in on QuickBooks Desktop (QBDT). The application can keep your account signed in for 2 days by default, extending up to 90 days. Once you enable this option and go to File, then Close Company, it will only close the Company File and will not sign off the user.

 

It's also important to note that if you close your QBDT file without saving your transactions, they will be lost. Although the application doesn't offer the option to remain logged in indefinitely, we can adjust the company settings to allow users to log in for an additional 90 days. While we are considering this option for future updates, I encourage you to send your suggestions to our product development team. Your feedback is essential for shaping features that truly meet user needs:

 

  1. At the top, select the Help menu.
  2. Choose Send Feedback Online, then click Product Suggestion.
  3. Type in your feedback or feature request.
  4. Click the Send Feedback button.

 

Additionally, you can manage your deposits to delete past entries and record recurring deposits. You can do this by referring to the Next Steps: Manage your bank deposits section in this article: Record and make bank deposits in QuickBooks Desktop.

 

Once you've finished reviewing them, consider checking out this article to start reconciling your account to prevent any discrepancies: Reconcile an account in QuickBooks Online.

 

I’ll keep this thread open for your concerns and other queries about account settings and managing deposits. I’m just a post away to guide you. Stay safe!