Multiple issues with QB Sole Trader

I appreciate you for reaching out and sharing your concerns with us, @D3mje. Experiencing a series of issues is never easy and I can only imagine how stressful this can be.

I completely understand your frustration, especially after the loss of prior transactions, difficulties connecting bank accounts, and errors in customizing features. It sounds like you’ve been through quite a challenging time trying to resolve these issues, and it’s concerning to hear that the support provided so far has not met your expectations.

We genuinely want to help get this sorted out for you as swiftly as possible. To ensure this is handled by the right team with the appropriate expertise, we're now going to escalate your case to our Next Level Help team. They specialize in complex issues such as yours and will review your comments in the Community along with your recent interactions with our support team.
 

You can expect to be contacted by one of our experts within the next 1-2 business days who will dive deeper into your situation and work with you towards a resolution. They will explore all possible solutions, including checking on any upgrade options that would genuinely benefit you without causing further concerns, ensuring they tailor the solution specifically to your needs.

Please rest assured that we are here to support you, and we’re committed to restoring your trust in our product. If anything else comes up in the meantime, or if there’s more you’d like to share, please don't hesitate to reach out in the Community. We're here to help and ensure that your requirements for tracking spending, sending invoices, and preparing for Self-Assessment are met smoothly.
 

Thank you for your patience and for communicating these issues to us. We are on it and looking forward to resolving this quickly and to your satisfaction.

Well, RogelioL, it's now NINE days since you posted your message!

Has anyone from the 'experts' in 'next level help' team contacted me???

That'll be a big, fat, NO then!!

Only conclusions I can draw from this are that you genuinely DON'T want to help get this sorted, and that you're NOT here to support me!

I’ve had pretty much the same issues migrating over the sole trader from self employed and so far I’ve found it terrible. I’m assuming they never got around to helping you? Might be time to look for another accounting software…

Hi, yes, you are correct. For me, I'll be using Excel going forward. 

I have absolutely no faith or trust in QuickBooks support staff, they are incompetent and simply couldn't care less that their paying customers are experiencing major issues with their products. 

I have had exactly the same issues since upgrading. I opened 2 support tickets about a month ago now, and have had no update. I explained that I would have to consider different applications as my previous invoice data has disappeared and it is affecting my business, and I was told that QB would respect my decision to go elsewhere with absolutely no reassurance that the issues would be sorted. It seems that QB would rather lose customers than fix the ongoing issues. I was advised to upgrade to QB online, but that the currently missing data would not be able to be recovered, and I have no faith that it wouldn’t just happen again! You would like to think that they would understand the importance of data going missing, but apparently not.

We truly empathize with how difficult and frustrating it must be to have your data go missing, and we want to help, Cara. To get this resolved quickly, I recommend contacting our Live Support team. They have the tools needed to securely access your account, provide updates, and guide you through the next steps.

Here's how:

1. Go to the Help menu.
2. From the Search tab, select any article.
3. Click Contact Us.
4. Pick a topic or enter your concern, then select Continue.
5. Choose Chat with us or Have us call you.

For more details about the support schedule, please see the article: QuickBooks Online Support.

I'm attaching these articles for future reference with recording invoice payments and customising your sales transactions:

• Record invoice payments in QuickBooks
• Customise invoices, estimates, and sales receipts in QuickBooks

Don't hesitate to post a reply in this thread if you need more assistance with managing your data or invoices in QuickBooks. The Community is always here for you.

Hi there, I too would love for the issues to be resolved quickly, and have reached out to your live support team multiple times for there to be no update in a month. The information on raising invoices would be helpful however I am unable to raise invoices at present as there are no ‘payment options’ available for me to select.This is one of the issues I have been having since upgrading!

Did you manage to get this sorted? I have been experiencing multiple issues for around 6 weeks now since switching plans, and having a similar experience with the staff and no updates being given. It seems this product is experimental and not fit for market. 

Managing invoices and completing your business tasks can be very important, and I truly understand how you would want to get back on track, G892.

As much as I would want to provide updates, please know that we prioritize your account's security here as Community is a public page, and we're unable to check on your account. That said,  I suggest contacting our live support team so they'll be able to follow up on this.

Here's how:

1. Go to the Help menu.
2. From the Search tab, enter Contact Us.
3. Click Contact Us button.
4. Pick a topic or enter your concern, then select Continue.
5. Choose Chat with us or Have us call you.

For successful communication, please check the support hours on our website to identify the best time to reach out for assistance.

For future reference, you can customise your invoices to make it personal and business looking.

Feel free to reply to this thread if you still have any other QuickBooks-related concerns. We'll be glad to assist you.