I appreciate the time and effort you put into switching from QuickBooks Self-Employed (QBSE) to QuickBooks Online (QBO), Stuart. Firstly, you need to ensure the data transferred to QBO is readable using the applicable format to ensure its accuracy. Allow me to guide you with this.
When moving data from QuickBooks Self-Employed to QuickBooks Online UK, using the right data format is important for a few key reasons. First, it ensures that the system can read and use your data correctly. Second, it helps keep your financial information accurate and organised. Lastly, it prevents errors and saves you time fixing issues later, allowing you to focus more on running your business.
Please have this article to review the applicable format when transferring transactions to QBO: Format CSV files in Excel to get bank transactions into QuickBooks.
However, if all the procedures are correct when transferring from QBSE to QBO but still encounter missing data, I suggest performing browser troubleshooting to fix common issues. Then, clear cache and cookies to fix issues when using QuickBooks.
If the issue continues after doing the checking and browser troubleshooting, you will need now to contact the Live Expert Support Team to further check why this caused you after switching to QBO.
Once this is resolved, you can open this article to have a guide on familiarising what QBO is and its features: Get started with QuickBooks Online.
Thank you for your attention to detail during the transition from QBSE to QBO, Stuart. Should you encounter any further issues or have additional questions, please do not hesitate to reach out.
