Accountant's Copy not holding bank rec.

Thank you! I will see what happens the next time the client sends it. :)

This year again I lost 4 months of reconciliations after receiving the Accountant's copy back after the end of FY.  Can QB not fix this problem???  How do I avoid this issue next year?

Hi there, @IP1966.

I understand the importance of receiving the Accountant's Copy with a complete number of transactions reconciled in the file. However, please know that reconciliations performed in an Accountant's Copy are limited to 800 transactions. If the number of transactions reconciled exceeds 800, then the reconciliation won't import into the client file.

I recognize how having the option to receive the same number of reconciled transactions from your accountant can be advantageous for your business and help maintain accurate records. Therefore, we can forward this concern to our product development team by sending them direct feedback. This will allow us to better understand our customer's needs for the application.

Here’s how:

1. At the top, select the Help menu.
2. Choose Send Feedback Online then click Product Suggestion.
3. Type in your feedback or feature request.
4. Click the Send Feedback button.

You can review this article to learn more about using the accountant's copy and the available workflows you can follow: How to use the Accountant's Copy.

If you have further queries about managing your transactions or other QuickBooks data, let me know in the comments below. I'll be here immediately to assist you. Take care!