Joining this conversation to help you recover your transaction details, Jarga.
To begin, could you clarify your concern? Specifically, are you attempting to recover deleted transaction details from your bank feeds?
If so, I recommend following the steps outlined by my colleague, SarahannC. First, you'll need to create a new account to upload the transaction details. After downloading the transactions into that account, you can then merge them with the old one.
Here’s a step-by-step guide to help you with merging the accounts:
- Open the Company menu, then choose Chart of Accounts.
- Identify the Account Name, Account Type, and Detail Type of the account you want to edit. Ensure these are the same as the account you intend to merge with.
- Right-click the account you plan to merge and select Edit Account.
- Update the account name to match the account you want to keep, then choose Save & Close.
- Then, confirm by selecting Yes to consolidate the accounts into one.
Once the accounts are merged, their transactions are combined into a single account.
Alternatively, if you’re referring to something else, could you share more details? This allows me to provide a solution tailored to your situation and ensure your transaction details are recovered.
Feel free to comment below if you have follow-up questions about managing your transaction details.
