Hello there, @karver35.
I'm here to share some information about saving your company file and starting a new fresh account in QuickBooks Online (QBO).
To start fresh in the new year while still preserving your existing data, you can create a backup of your current company file in QBO. This way, you'll have a copy of your data from 2023 that you can access if needed.
To create a backup in QBO, follow these steps:
- Log in to your QBO account.
- Go to the Gear icon menu and select "Backup Company."
- Click on the "Create Backup" button.
- Wait for the backup process to complete. This may take some time depending on the size of your data.
- Once the backup is created, you can download it to your computer or store it securely in the cloud.
By creating a backup, you'll have a snapshot of your company data as of the end of 2023. This will allow you to reference it in the future if needed.
Regarding the issues with account reconciliation, it's important to ensure that your accounts are set up correctly and that transactions are properly categorized. You can check this article to manage transactions: Categorize and match online bank transactions in QuickBooks Online.
I'm adding this reference to ensure your accounts in QuickBooks match your bank and credit card statements: Reconcile an account in QuickBooks Online.
I'm always here if you need any more help managing your transactions in QuickBooks. I look forward to being able to help you again in the future. Have a great day!
