Hi there, Jack.

We don't want you to experience this when contacting us for help. Let me ensure you get the support you need to retrieve your QuickBooks Self-Employed (QBSE) data. This way, we can have someone from our team look at your backup, thoroughly check why transactions were categorised incorrectly, and reinstate those transactions that were missing.

To reach one of our support team, please follow the steps below:

1. Sign in to your QuickBooks Self-Employed account.
2. Click the Help button.
3. Go to the Search tab, type a word, and click Contact Us at the bottom.
4. From there, choose a way to connect: You can Chat with us, or get a Callback.

Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their phone number, support schedule, and hours to contact them at the time of your convenience: Get help with QuickBooks products and services.

Furthermore, I have compiled a selection of informative articles that you can explore to enhance your understanding and management of the online banking transactions you’ve downloaded. These resources provide valuable insights into organizing your transactions effectively, ensuring accurate record-keeping, and leveraging various tools to analyze your financial data:

• Categorise transactions in QuickBooks Self-Employed
• Handle duplicate transactions in QuickBooks Self-Employed

I'm always here should you have any further concerns, Jack. Please feel free to leave a comment below, and I will ensure a timely response.

I had the same issue today. I went on the contact us chat and selected qb self employed and typed my issue in and to locked send them I selected to get a call back. A lady rang me within 2 minutes and she recovered all the list transactions that I had catagorised and added receipts to. I was so relieved after the stress of losing them all. Get that call back and they’ll help you. 

I had the same issue today. I went on the contact us chat and selected qb self employed and typed my issue in and clicked send. Then I selected to get a call back. A lady rang me within 2 minutes and she recovered all the lost transactions that I had catagorised and added receipts to. I was so relieved after the stress of losing them all. Get that call back and they’ll help you. 

I experienced a similar nightmare. Client hired me June 2024, and she was using QBSE. I proposed that she upgrade to QBO essentials. Prior to migrating we had a three way call with a QB representative. Client had not filed 2022 & 2023 tax :(, so my concern was expressed about a migration and losing all data that had been categorized correctly in QBSE.The rep said no problem just purchase a PURCHASE a new QBO subscription.I know phone calls are recorded, and I must have communicated 10+ times, that my biggest concern was losing data.

All data was lost. So another rep told me to manually enter 5 YEARS of statements for 5 credit/bank accounts. So I journeyed to the banks to download csv files, which 3 banks only have PDF files. So then you have to convert to csv.......On and on and on. Yes, I know this is what I have to do, but I am resentful. that client has to pay me hourly for tasks that are a result of QB platform. I finally got a functional representative (a migration specialist). She said no, no , no. The rep should have migrated QBSE to QBO, and all you information will be in your inactive QBSE for 7 years to download. 
This wonderful rep disconnected the new QBO purchase, refunded the $60, and then migrated client account info.

But still no data.. crying. a lot.

I am frustrated. This happens a lot. The relentless PR I have to experience daily, updates daily, buy this daily, etc....

I feel like QB is squeezing all users to toward QBO/Auto pay/Auto tax/fees, fees, fees. When I was using QBD enterprise in 2019, I renewed another client's 3 yrs subscription. Client was in construction, and I needed ability to job cost, inventory, COGS etc. The rep was urging me to move to QBO, as QBD will be phased out????? It's coming

I do not like everything on auto, I feel the loss of control and ability to search. QB is always in update mode and FREQUENTLY I find the auto transaction are incorrect!! I spend more time correcting auto transactions than completing tasks.

• I apologize for the vent, but lately it feel like QB is egregious. QB is really pushing for "QB live bookkeeper". I continue to click out of the PR campaign every time I log in. Why not have the tech team give me the ability to block pop ups once you have given the info, or at least remember me for 30, 60 or 90 days.
• I am frustrated by the wide variance of answer to the same question. You can get 10 different answers to find this that used to be there insanity. Mind you, none of the questions are about bookkeeping, but rather technical issues. But then divert to live bookkeeping? Hell no. I just need platform to function as the POS's reflect in QB help section. QB update so quickly that the "helping sections" have not updated with the update.
• QB chat AI is the worst chat function I have experienced. Literally going in circles. Lord have mercy. I feel for these folks as they are doing the best they can with frustrated folks. It must be awful to say "I have escalated your issue, someone will reach out within 72 hours with a possible solution for a task that is time sensitive. So frequently have to manually enter to avoid penalties and pay employees. I have been using QB for over 15 years, and this past year has been chaotic, ineffective, inaccurate, delay in communication. Intuit has too much on the
• Intuit has too much on their plate. Please tighten the subscriptions/apps that are current before sending your coding energy to new products.
• I have been looking into Xero. Does anyone have experience, and is it worth it to try to migrate to another platform
• I have been on the phone with a technical issue, and everytime the rep asks me if I need a bookkeeper????????? That is my job, that is how I support my kids. I am a great bookkeeper. Why at every turn do you write the scripts for your reps to push marketing and PR in a customers time of need. Gross.