JanbonN
QuickBooks Team

Other questions

I'm here to share an option you can consider about your bank transactions, @hgould1944.

 

Upgrading your subscription could simplify your workflow by enabling automatic downloads of your bank transactions in QuickBooks Desktop (QBDT).

 

To purchase a QBDT Pro subscription, you'll have to contact our sales team:

 

  1. Go to this link: https://quickbooks.intuit.com/pricing/.
  2. Click the sales phone number at the top part of the page.

 

Once you've purchased the subscription, please refer to this helpful article to guide you through downloading and installing your QBDT: I've bought QuickBooks. What next?

 

Lastly, you can backup your 2021 company files and restore them to the new QBDT program.

 

Additionally, you can refer to this article to begin your QBDT journey: Get started with QuickBooks Desktop.

 

Let us know if you have other concerns with your bank transaction or QBDT. We're here to help you in any way we can.