Hi there, @gtsrob. I'm here to ensure you can retain transaction data when you enter a past entry in your QuickBooks Desktop (QBDT) company file.

When entering transactions in QBDT, you can choose to use today's date or the last entered date as default. Seeing that you want to keep the past entry's date when recording, you can change the default date in the Preferences section. To do so, here's how:

1. Open your QBDT company file.
2. Go to Edit, then select Preferences.
3. On the left navigation panel, click General.
4. In My Preferences, head to Default date to use for new transactions, then tick Use the last entered date as default.
5. Hit OK.

Afterward, when you click Save & New, it will follow the past transaction date.

If the issue persists after doing the steps mentioned, you can perform troubleshooting steps to help resolve and address the specific concern you're experiencing.

You can read these helpful articles to learn more about processing customer-based payments:

• Record an invoice payment
• Take and process payments in QuickBooks Desktop

I'm all ears if you have other concerns when entering transactions in QBDT. Just hit the reply button and I'll make sure to help you out anytime.

What is "Personal Plus"? Never heard of it.

Reckon Accounts Personal Plus has been around for ages.  Now you HAVE heard of it, and you can probably look it up in Google.  

Below from Reckon's website.

"Personal Plus

Create budgets, track spending, monitor your investments and get smart about your money."

You didn't mention Rekon Accounts.

It is unlikely anyone here knows answers concerning Rekon Accounts, as it is offered in Australia and is not the same as QuickBooks - anymore.

Thank you for that, but it doesn't work with Reckon Accounts Personal Plus 2022 which I am using.  If you can help with this programme, I'd be very grateful.

Thank you for offring advice.  Unfortunately it does not work on Reckon Accounts Personal Plus 2022.

If you have a suggestion for this programme, I'd be most grateful.