I have been using Quickbooks Self-Employed for several years. Recently, my bank connection (Fidelity Investments) stopped synching and had to be updated. I followed the QBSE guidance and created a "new" connection for the bank. I then had to "exclude" all of the duplicate entries (which were a lot) back to the beginning of the year.
On my bank accounts page, I now have two sets of accounts. One before the update and the other after the update.
The problem is that when I look at my account balances on my Home screen, they are 2X the action account balances because of the duplicate set of bank accounts. (see attached screenshots)
If I hide the original, pre-conversion accounts, then I lose all of the history associated with my pre-conversion data which extends back several years. But the account balances will be correct.
However, if I "un-exlcuded" all of the new data, I don't think all of my 2023 entries will be present. Plus, I upload all of my receipts and associate them with each transaction. Uploading all of my 2023 data and uploading receipts will be a lot of effort...assuming all of the transactions are there.
