Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
JorgetteG
QuickBooks Team

Reply to message

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:

 

  1. Back up your company file before performing any steps.
  2. Verify and Rebuild Data in QuickBooks Desktop: This can help to uncover and fix common issues.
  3. Fix company file and network issues with QuickBooks File Doctor: This can help determine and fix the company file issue.
  4. 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:

 

 

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.

Need to get in touch?

Contact us