Skip to main content
R
Redwingtg
March 8, 2022
Question

Bank Feeds deletes my previously entered data after adding a new vendor

  • March 8, 2022
  • 1 reply
  • 0 views

Has anyone had this happen: I'm entering vendors, accounts & classes for CC trxns in bank feeds, when I need to add a new vendor. Usually, I Quick Add the vendor, and continue on. Occasionally ( or if I accidently hit Set Uo instead), I get a message that the data has changed and everything entered in the form will be deleted so QB can update. See attached. Sure enough, all the data I've entered for 15 transactions is wiped clean and I have to start all over again. So frustrating and totally unnecessary. Why not give me the option to cancel the new vendor and keep my data? Or warn me before I do something that's going to erase everything I've been working on? This is almost as absurd as putting "Duplicate Journal Entry" right below "Delete Journal Entry" ijn the drop down menu with no way to reverse it if you under-click and reflexively hit enter.

1 reply

A
AbegailS_
March 8, 2022

I bet I'd feel the same way if the same thing happens to me, @Redwingtg.

 

Allow me to share some information that can help you handle your transactions by switching the bank feed mode to classic.

 

Classic mode uses the Transactions List window to add or match transactions. Can quickly update transactions for future matches or create rules to automatically recognize and match transactions to your books.

 

Here's how to switch modes: 

 

  1. Go to the Edit button, then choose Preferences.
  2. Select checking, then pick the Company Preferences button.
  3. In the Bank Feeds section, choose Advanced or Express.
  4. Hit OK. 

 

For more information, check out this article: Switch between banking modes.

 

Additionally, when importing transactions from your bank to QuickBooks Desktop, the only accepted file format is.QBO. For more information, visit this article: Set up bank accounts for Bank Feeds in QuickBooks Desktop. Directly go to Import Web Connect (.qbo) files. 

 

I've also attached an article you can use to update login and other info for the linked bank account in QuickBooks: Edit Bank Feed settings for bank or credit card accounts.

 

Feel free to hit that Reply button if you have additional questions. Have a great day ahead.

Terms & ConditionsAccessibility statement