Hi, quickbooks told me to refresh banking, after spending all last night and tonight imputing receipts ect and categorizing, i did what it asked and refreshed bank and paypal, now everything i have imputted ie reciepts and categorized has vanished and now i have to start all over again with everything uncategorized and attaching recipts again. please help i am losing the will to live
Thanks for posting in the Community, @Andrew Jackson.
To check if this is a browser-related (cache and cookies) issue, try signing into your QuickBooks Self-Employed (QBSE) using a private browser (incognito). There are times that the browser is already full of frequently accessed page resources, causing some unusual responses.
Once logged in, try to check the bank transactions again.
For tips and other resources, I recommend visiting our website for reference: Self-help articles.
Reach out to me in the comment section below if you have any additional questions. I want to make sure everything is taken care of for you. I'll be here to help. Have a good one!
Thanks for joining in on this thread, philiptarry-gmai.
I'd like to share some steps to help you out.
When you're unable to find the transactions already downloaded in the Transactions page, it may be stuck somewhere. Let's make sure to filter the Type, Account, and Date to view All. Then, search for the missing transactions.
If you're still not able to find the transactions, you'll want to download your transactions as a CSV file from your bank. Then, import the data in your QuickBooks Self-Employed. Here's an article that includes the step by step process: Add older transactions to QuickBooks Self-Employed.
Otherwise, reach out to our Customer Care Team to investigate this further.
You can also find the instructions here: Contact QuickBooks Self-Employed Support.
Please know that you can always leave a reply on this thread if you have any additional questions or other concerns. Take care and stay safe.
Did you manage to sort this problem?
I have done everything they have suggested incognito, clear cache etc and now I still have transactions that I have previously reviewed now unreviewed I also had every receipt attached and it has lost the older ones for some reason! It makes no sense and to top it off it is STILL asking me to reconnect my bank!
Thanks for joining in this conversation, @starletyogakelly. I appreciate you for trying all the steps shared by my colleagues in this thread.
Since you're still experiencing the same issue, I'd suggest you contact our Customer Care team at this point. They can help review your account thoroughly to see what's causing this to happen and help you fix it.
For future reference, I've added these articles that'll help you manage your QBSE transactions.
Don't hesitate to come back here if you have additional concerns. We're always around to help in any way we can.
I did contact the customer service team. I was instructed via the online chat to delete the duplicate bank account showing which seems to have added more problems to the mix. I've been told it will be escalated and I'll be contacted via email however I have come to the conclusion that this is not the service I have been paying for. Over a year I have been a customer I know how to work the system and review my transaction but these problems are not from my end. I would like help to know how is best to not only cancel my subscription but I also want to lodge a request for refund for the money I've been paying for a service that hasn't worked. I am now manually doing my accounts and receipts myself.
This is not the kind of service we want you to experience in QuickBooks, starletyogakelly.
I'd like to redirect you to our specialist. So this gets addressed securely. These require pulling up confidential information, and they have tools to check it. Here's how:
Due to COVID-19, we have limited support and reduced our support hours too. To make sure we address your concern on time, you can check their work schedule in this article: Contact QuickBooks Self-Employed Support.
Please let me know if you have other concerns. I'm always around to help. Stay safe!
I continue to have this problem, despite it having been escalated a week ago, but I still have 700+ transaction no longer categorised that were previously categorised,
I am very unhappy with the service I am currently getting,