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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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gruns
Level 1

Renewing Bank Account

Last week I renewed my bank account as directed. First it showed 2 accounts, same account replicated. When I deleted the older version I lost all transactions back to beginning of financial year exept 3 or 4 latest. I then had to go to Bank account and download transactions and instal them in QB. I then had to re-enter all Invoices and receipts. This is a real pain and totally unnessessary. I see that the permisiion only lasts until October, so assume I have to go through the whole thing again. 

I also look after my wifes account and that is asking me to update bank account. I fear I will have same issues.

I AM NOT HAPPY WITH THIS.

Please let me know if there is a way round the loss and need to reinstal transactions evry time?

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