Solved

All data lost

Forum|Forum|5 years ago
January 5, 2021
4 replies
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I had a recent problem with Quickbooks and as I am on the self employed subscription annoyingly can't talk to anyone. I dealt with someone via email, which was painful and took far longer than if on the phone. To resolve my issue, I was told to delete the bank accounts and reconnect. I was assured they would reinstate my transactions. I subsequently got an email saying everything has been reinstated. Except it hasn't. I now only have transactions going back to June 2020, now all no longer reviewed (I was assured they would be reviewed with my receipts attached as I had reviewed them). I have also lost all date prior to June 2020, so around two years worth of accounts.

I am tearing my hair out as a) I can't talk to a human to help out b) when I reply to the email saying it's all sorted it tells me that I have no open tickets c) I am now open up to serious problems with the tax man as I not longer have many receipts or the transactions

Any help? I definitely need to find a better accounting provider. Bad advice given and even worse steps taken by Quickbooks

QuickBooks Self-Employed

Best answer by ReymondO

Were you ever able to fix this problem? I just had the same thing happen to me. Lost all my transactions going back to when I first started using the software a few years ago.

Thanks for joining the thread, @MarkZJr.

Let me share with you some steps to help retrieve your missing data in QuickBooks Self-Employed (QBSE).

To start, let's make sure you're using the correct account and login credentials in QBSE. If your data was removed due to the bank disconnection process, I'd recommend manually importing them again using a CSV file.

In case all of your data was removed including the ones you've manually entered, I'd recommend contacting our QBSE Support Team. They have the right tools that could check your account and perform a further investigation to identify the reason why your data got vanished.

Simply follow these steps to connect with them:

From the Assistant tab, type or say Talk to a human.
If you want to connect with us directly, type or say Talk to a human.
Then select your preferred support method: Message an agent (Live chat), Call an agent or Get a callback.

If there's anything else that you need help with getting started with QuickBooks, please check out this page: QuickBooks Self-Employed Overview.

Please know that I'm just a reply away if you need any further assistance recovering your data in QuickBooks Self-Employed, @MarkZJr. Have a good one,

S

ShiellaGraceA

Level 9

This isn't the kind of service we want you to experience, @Cocoon.

I have some information about your bank accounts. You'll want to make sure you're using the correct QBSE app and the login credentials. This way, the reinstated transactions will show. Here's how you can download the iOS or Android mobile app for QuickBooks Self-Employed.

You might also want to reply to one of the emails about the reinstated transactions to verify.

If you need help with other QBSE task, feel free to visit our blog site for specific topics at this link here. Just look for responses that fit your concern.

Please know that you're always welcome to come back to me if you still have questions or concerns with your bank accounts. I'm just a post away. Take care and have a good one.

M

Monarchvintage58

Please help. I linked a new bank account to my Quick books and removed the old bank account and now all transactions are lost. I completely devastated. I am trying to do things properly and this happens??? I am at a complete loss.

I have tried installing, reinstalling, the chat is absolutely useless, I tried re-linking the old bank account. What do I do? They can't just be gone!!

M

MAGI Bookkeeping Solutions

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.

I can help - this is my favorite thing to do. I did three years 9000 Transactions in a few days 🙂

D

Davidball

I have had the same problem but unable to talk to anyone. Its been so annoying and think I need to look elsewhere as they take there money every month and for what, just to leave me up to my eyes in it thanks quick books for all your help not....

J

jamespaul

Level 8

Hello, David.

This is definitely not what we want you to experience when reaching out for help from us. I'll do what I can and ensure you'll be able to get your bank transaction data back in the program.

As what KlentB mentioned, disconnecting a connected bank from the Self-Employed will remove all data associated with it.

If you have data that was removed due to the disconnection process, you'll want to manually import those transactions and re-categorise them in QuickBooks Self-Employed.

To reiterate the response further, consider hiding your bank account if you want to keep the data but don't want to download new transactions anymore:

Open QuickBooks Self-Employed in a web browser.
Click the profile or gear icon, then select Bank Accounts.
Find the account you want to hide.
In the Show Account section, toggle the radio button to OFF.

Also just to clarify, did your transactions disappear or did you discuss a data reinstatement with our support? I would recommend giving them another shot again so they can take another look at the issue and restore your data.

If you need help reach out to our support, please follow these steps:

In your Self-Employed account, click the Assistant button.
On the chat box, type something like "Talk to support."
When asked, enter "follow-up on missing data" or "reinstate data."
Click I still need a human.
Proceed with Message an agent.

Our support is available from Mondays to Fridays at 8.00 AM to 8.00 PM; Saturday to Sunday at 8.00 AM to 6.00 PM.

If you need a guide on your Self-Assessment taxes, this article will help you with the process: The QuickBooks Self Assessment for Income Tax checklist.

I'm all ears if you have any other concerns in managing your transactions in the Self-Employed program. Do you have other questions? Let me hear it and I'll ensure to provide the needed information.

W

william martin

i am currently experiencing the same difficulties , years worth of accounts missing or wrong .

did you get any joy or am i wasting my time

G

GeorgiaC

Level 13

Hi william martin, thanks for joining this thread.

From checking our system, I can see that you have multiple deleted accounts with removed transactions. So that we can confirm which connected accounts you would like the transactions to be recovered to, please begin a direct chat. Once recovered, these will show as previously categorised, meaning you won't have to re-do any work.

J

Jack Halliwell

Is anyone able to help me with this problem too in 2025? - the old Assistant no longer works to talk to a human...

Before I begin, QB Employees, please DON'T recommend that I upload my transactions using CSV, this process just simply doesn't work and the time this takes to format this correctly for QBSE to accept the upload isn't feasible. I would like someone to look at using a manual backup of my account to resolve this.

Firstly, I have had an issue with the Monzo Open Banking link showing declined transactions as normal expenses and in doing so has been falsely categorising transactions that don't exist. It's a HUGE problem as this is outright fraud on what would look like my behalf, but due to QuickBooks' error by viewing these as normal transactions...
I digress...

In trying to remove these duplicate transactions, I have withdrawn consent on all 3 of my bank accounts in the hope that re-adding them will avoid pulling these transactions back through. BIG BIG BIG MISTAKE.
Without ANY warning, I have now lost 3 years of my ENTIRE accounting history including categorised transactions, receipts, split percentages etc.. THIS SHOULD NOT BE POSSIBLE!!

Please would a member of the internal QuickBooks management team (Not the people who copy and past the same replied on the forums) take a look at this for me as a matter of urgency! A manual backup of my account needs to be restored!
This is a SERIOUS problem that needs to be addressed, surely something as simple as disconnecting and re-connecting a bank account shouldn't delete 3 entire years of transaction history, categorisations, receipts and splits?

Please someone help urgently, I'm at my wits end!!
(Again for clarification, no recommending importing CSV files, I need my account restoring through means of an internal backup)

Thanks

A

Anonymous

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:

Sign in to your QuickBooks Self-Employed account.
Click the Help button.
Go to the Search tab, type a word, and click Contact Us at the bottom.
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:

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.

J

Jeans cleans

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.

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