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Banking
It’s great to hear you’re halfway there, MattL. You’ve made significant progress, and I appreciate the steps you’ve taken.
Given your successful connection with a new company file, I recommend the following detailed steps to ensure your existing company file remains issue-free:
- Back up your company file before performing any steps.
- Verify and Rebuild Data in QuickBooks Desktop: This can help to uncover and fix common issues.
- Fix company file and network issues with QuickBooks File Doctor: This can help determine and fix the company file issue.
- Contact QuickBooks Support: If the issue persists, contact QuickBooks support for more detailed assistance. They can escalate your company file to the QuickBooks Data Services team for a thorough investigation.
Additionally, we wish to draw attention to pertinent resources within QuickBooks that could greatly aid your bank transactions, ensuring comprehensive financial management:
- Add and match Bank Feed transactions in QuickBooks Desktop
- Reconcile an account in QuickBooks Desktop
If you need additional guidance, particularly with managing your bank transactions, or have any related questions, please feel free to reach out below. We are dedicated to offering you prompt assistance and look forward to helping you achieve your financial goals.