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dbloomtherapy
Level 1

I've just upgraded to QuickBooks Sole Trader Plus and payments from clients are no longer being registered on the app. How do I get these transactions to show again?

Is there another app that you have to move to? I haven't found a specific Sole Trader Plus app but maybe I'm missing something. I've also tried updating my app and refreshing my bank connection multiple times - none of which has helped.

1 REPLY 1
KiazzymaeC
QuickBooks Team

I've just upgraded to QuickBooks Sole Trader Plus and payments from clients are no longer being registered on the app. How do I get these transactions to show again?

Hello there, Dbloomtherapy. The reason why your client's payments aren't appearing in your QuickBooks Self-employed app is because it's already being switched over to QuickBooks Sole Trader Plus the moment you've upgraded. It's also the reason why updating the app and refreshing your bank connection didn't work. 

While we currently don't have a QuickBooks Sole Trader Plus app, you can use our QuickBooks Online mobile app and log in with your QuickBooks Sole Trader credentials. Once signed in, you can go to the banking feed page, and refresh or update it to see if your client's payments are already appearing. 

 

For more details on exactly what data carries over during the transition, I recommend checking out this helpful article: Switch from QuickBooks Self-Employed to QuickBooks Sole Trader.
 

Please let us know if you have more questions or if the client's payments aren't still showing. We're here to provide further help. 

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