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SLund26
Level 1

Accountant's Copy not holding bank rec.

Has anyone ever had an issue with QB Desktop not holding past bank recs after a client sends an accountant's copy? My firm has a client that when he sends over his accountant's copy, all of the bank recs, back to 2016 disappear. We keep record, of course, but this is a pain and very time consuming every single time. 

 

Has anyone else had this issue?

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