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rhowell2024
Level 1

Lost all Past Reconciliations when I updated to QBDT integration

I recently called QB because I was not able to pull my AMEX data into QB any longer. They told me I needed to disconnect my current feed and then create a new feed with QBDT. I did so, and the feed seems to work fine. However, now all of my legacy reconciliations have disappeared and when I go into reconcile the account, the balance is zero. QB was unable to give any guidance as to why this happened nor was AMEX able to shed light. QB told me I will need to manually go back and reconcile those months again. They said that I can only do so for any tax year that is un-closed, which in our case is 2023. Any other users have a similar issue? Is there a work-around?

1 Comment 1
SarahannC
Moderator

Lost all Past Reconciliations when I updated to QBDT integration

It's a good thing that the recommendation was able to help you get your bank feed to work, rhowell2024.

 

Please know this shouldn't affect your past reconciliations. Previous reconciliations and account balances should remain intact within your QuickBooks file after the integration update.

 

In this case, I suggest restoring a backup copy of your data before the integration update. This way, you won't have to reconcile again. To restore a backup in QuickBooks:

 

  1. Go to the File menu and select Open or Restore Company.
  2. Choose Restore a backup copy, then Next.
  3. Select Local Backup, then Next.
  4. Browse your computer for the backup file.
  5. Choose where to save the restored file and open it.
  6. Finally, select Save. If prompted about overwriting data, choose the appropriate option.

 

Still, it's important to know and understand why this behavior occurred. I see you already contacted our support team; however, I recommend contacting our Support Team once more to investigate this matter further. 

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
    qbdt.PNG
  3. Select Contact Us.

 

Here's an article about viewing your past reconciliations: Get reports for past reconciliations in QuickBooks Desktop.

 

Stay in touch if you have more concerns about handling data in QBDT. I'm always available to help and provide the guidance you need to succeed. 

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