- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Banking
It looks like I will have to merge my manually named "Bank of America" account that I've been manually importing data in after my migration from QB Desktop to Online with the official feed name Bank of America - Adv. Then I can operate from the the official bank connected name. I am aware that you say my transactions manually imported will be preserved and merged into the live feed account, but I have a question about reconciliation. I recently reconciled January through May 31 and all is great. Will those reconciliation reports and history merge in terms of name as well? you indicated we should 'preserve' our reconciliation reports. I just want to know if that means reconciliation will see the two accounts as separate in the past even if they are merged going forward.
Thank you in advance.
David