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Everything you need to know about banking in QuickBooks Online - Discover more
jon_bexz-hotmail
Level 1

All my invoices, expenses and customer details have disappeared

 
6 REPLIES 6
RoseJillB
QuickBooks Team

All my invoices, expenses and customer details have disappeared

I’m here to ensure you get your transactions back to your account in QuickBooks Online (QBO), jon.

 

To start, please make sure that you’re logging in to the correct company file. If you have verified that you’re in the right account and yet still missing the following transactions. Then, we can check your Audit Log report to see if someone made changes to your account. Here’s how:

 

  1. Go to Settings, and select Audit log.
  2. Select the appropriate UserDate, and Events filters from the Filter drop-down menu.
  3. Click Apply.
  4. Locate the deleted transaction.
  5. Click the View button under the History column.
  6. Under the Event column, you'll find all the information you need for the transaction.

 

You can check out this article for more details: Use the audit log in QuickBooks Online.

 

If the problem still exists, I advise taking troubleshooting measures to fix frequent issues that slow down the application's performance. We are able to follow the instructions in a private window. The private window is a helpful tool for troubleshooting browser-related difficulties because it won't preserve any history. The following are the keyboard shortcuts:

 

  • Google Chrome: press Ctrl + Shift + N  
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

If a private browser shows the quantity correctly, switch back to your default browser and delete its cache. The best way to give your browser a fresh start is to clear the cache or cookies. If not, using one of the supported browsers can also be a smart choice.

 

Moreover, you can utilize various financial reports to get a snapshot of your business's financial growth. I also added a resource where you can refer to the complete guidelines for customizing it:

 

 

Feel free to mention me if you have more concerns about locating transactions. I’ll be around to lend a hand for help.

jon_bexz-hotmail
Level 1

All my invoices, expenses and customer details have disappeared

I can't find anywhere for audit log, I am using a mobile if that makes a difference 

RoseJillB
QuickBooks Team

All my invoices, expenses and customer details have disappeared

Thanks for getting back for additional details, jon.

 

Currently, the Audit Log report isn’t available for QuickBooks Mobile App users. However, a different platform of QuickBooks has its own designated troubleshooting to ensure that any data problems will be provided a fix.

 

Since you’re using a mobile application, there are certain procedures we can take to eliminate any data discrepancy and get your transactions back in hand. If you’re done verifying the account you logged into your mobile app, we can start by clearing the app data by following the steps below:

  

For iOS:

 

  1. Tap the Menu ☰ and click the Help & Feedback.
  2. Click the Refresh Data.
  3. To confirm, click Refresh.

 

For Android:

 

  1. Select the menu at the top right and choose Settings.
  2. Then select Refresh Data and choose Yes.

 

If the following transactions are still missing in question. Please consider logging into your QuickBooks Online account on a web browser and use the steps provided in my initial post to see changes via the Audit Log report. 

 

In order to analyze the disappearance of your invoices, expenses, and customer information, you can get in touch with our Technical Support Team if the problem persists. Doing so can let our phone support initiate a screen-sharing and examine your account securely.

 

Keep me posted concerning this matter to ensure that everything has been put into place. I’m always here to help you.

Racieb
Level 1

All my invoices, expenses and customer details have disappeared

I have a plus trial.  All data was there until yesterday.  Now all estimates are missing except ones I created after data was imported.   Audit trail is clear.  Cleared cache and opened in incognito and estimates still missing.  I am extremely concerned about moving to Bo from desktop. Any other fix you know ??! 

 

Racieb
Level 1

All my invoices, expenses and customer details have disappeared

I have only used chrome to access

MariaSoledadG
QuickBooks Team

All my invoices, expenses and customer details have disappeared

Let's ensure to fix the issue, Racieb.

 

It looks like you've already performed some troubleshooting steps and yet you're still experiencing the same issue, I recommend contacting our support team to double-check and investigate further. They have the tools to pull up your account securely. To do so, follow the steps below:

 

  1. Sign in to your QuickBooks Online company.
  2. Go to the Help (?) menu at the top right.
  3. Select Contact Us.
  4. Enter your issue, then choose Let's talk.
  5. Choose a way to connect with us:
    • Ask the community to get help from businesses like yours.
    • Start a chat with a support expert.

 

Moreover, once your customer accepts the estimate, learn to convert it directly to the invoice. I've added this article for reference: Convert An Estimate Into An Invoice in QuickBooks Online.

 

You can always get back to us if you have any questions about estimates and invoices. We're here to make sure everything is covered. Have a good day!

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