Hi There,
I'll try and explain as best I can
- Initially setup with Barclays account but could not get the synch to work
- Therefore imported transactions via CSV
- Rules were created to make this easier to manage
- Managed to get the synch working and everything was pulling though as expected
- Last night, the QB app ask to resolve a connection error, which i accepted
- Looks like all data was pulled through which was previously imported via CSV
- Would have been easy to identify transactions to exclude but, rules automated the process on some transactions which made it impossible for me to identify
- Rules have been removed
- Cleansed and checked outgoings data for 2019/2020
-
- To do (for me)
- Cleanse and check incoming transaction data for 2019/2020
- Cleanse and check incoming and outgoing data for 2018/2019
Just need to understand why this happened and, could it happen again.
Kind regards, David
