Twice now I have filed transactions and created rules only to check back the following day and the Bank Feeds section is like it was never set up. We recently transitioned to QB desktop and I was not given any specific instructions about saving data. Is there a button I'm missing?
I'm back to check if you were able to save your data after importing the bank transactions manually in your QuickBooks Desktop. If you need more clarification on this process, just let me know. I'll be sure to get back to you.
Thanks for coming to the Community, wishing you continued success.
Thank you for your insight, however I'm not referring to unaccepted transactions. I did download the .qbo file to import transactions into QBDT. I reviewed and filed all outstanding transactions, and created rules. My ending balance in QBDT tied to the bank account. However, the next day when I logged back in, all that work was gone.