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hollyapeacock
Level 1

I transfered over from Quickbooks Self Employed to Quickbooks Sole Trader Plus. I need transactions from financial year 25/26 but they are missing/rules not applied etc?

I did download summary data but not the list of transactions which I need for 25/26 tax return. Can I move back to Quickbooks Self Employed to retrieve this? Thanks!

1 REPLY 1
Mirriam_M
QuickBooks Team

I transfered over from Quickbooks Self Employed to Quickbooks Sole Trader Plus. I need transactions from financial year 25/26 but they are missing/rules not applied etc?

You don't need to move back to QuickBooks Self-Employed to retrieve that information, Holly. Please know that the data transfer process can take up to 72 hours to complete.

 

If your 25/26 transactions are still missing after the 72-hour window has passed, you can contact our Live Support Team. They can securely access your account and help you retrieve the data you need for your tax return.

 

To assist you in navigating your new dashboard, have a look at this guide: What changes after switching from QuickBooks Self-Employed or Sole Trader.

 

If you have any further questions, please let us know in the comments.

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