QBO bank feed impacting register balance
I imported QB Desktop to QB Online a couple of days ago. Everything matched perfectly: register balance matched the bank balance, Balance Sheet and Statement of Activities numbers matched to the penny. Today I connected my bank account with transactions starting 1/1/24. That connection changed the register balance in QBO to an incorrect number, though the bank balance is still correct.
Got on the phone with QBO support, one of the more frustrating experiences I have had recently, and after poking around for awhile, the support representative had me comparing bank statements to equivalent periods in the QBO register. He suggested that I needed to go back and do that until I found where the errors were. I asked if I couldn't just wipe the data out and reimport from Desktop again, and he said that I would have to cancel the subscription, get a refund, create a new company, subscribe again, etc. That made no sense. So after declining the sales pitch he made after he failed to resolve my issue, I got off the phone and did my own research.
If I understand correctly, since my QBO account is only a few days old, I can just purge the data and re-import from Desktop. Is it that simple?
For further aggravation, I went back to 2015 in my Desktop file and compared May 2015 transactions to QBO, and those don't match up either. So something in the bank feed import changed the register data going back a long time, even though I (thought I) was only importing bank transactions from 1/1/24.
Second question: what about adding the bank feed could have caused this, and how do I avoid it happening again?
Thanks!