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Goodweather
Level 1

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

Were we supposed to do something when switching from accountant paid subscription to self paid? Does it matter what level we purchased?
16 Comments 16
Rubielyn_J
QuickBooks Team

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

Welcome to the Community, @Goodweather. It's my pleasure to provide some insights about QuickBooks Online subscription.

 

Yes, the level of subscription you purchase matters. 

 

You can give your accountant access to your QuickBooks Online company file and accounting info. This way, they can review your books and make corrections. Moreover, you can invite up to two accountants in QuickBooks Simple Start, Essentials, Plus, and three in QuickBooks Advanced.

 

Once you invite an accountant, QuickBooks emails an invitation to them. The email has steps on how they can connect to your accounts. If your accountant doesn't have a QuickBooks Online Accountant, there's also a link for how to sign up. For the detailed steps, please refer to this article: Invite an accountant to review your accounting in QuickBooks Online.

 

I've also added this link to learn more about the different Online subscriptions: https://quickbooks.intuit.com/online/.

 

Don't hesitate to comment down below if you have other concerns. I'll get back to you as soon as possible. Have a wonderful day.

Goodweather
Level 1

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

We signed up for the simple start, is that why we lost all of our chart of accounts? But we also lost all the reconciling info. For example. Check 1123 was changed to XYZ Home Remodeling last year, now it has reverted back to Check 1123.

If that's the case, what is the simple start meant to be if you can't track expenses and P/L?

And further, will upgrading get our data back?

 

 

Rasa-LilaM
QuickBooks Team

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

Thanks for adding more details about your concern, Goodweather.


Let me share some insights about transferring data from one QBO to another.


When moving your company information, you can only export and import lists such as Chart of Accounts, Vendor, Customer, and Product and Services.  


For the transactions, manually enter them in your company. This is to ensure all the data is recorded in QBO. Click here for more information about the process.


Since you lost the chart of accounts and reconciliation information, may I know how you did transfer them to the new account? This way, I’ll be able to identify the cause of the issue.


Also, Simple Start allows you to track income and expenses. Aside from that, the Profit and Loss Report is also available in the mentioned version. Check out these guides to learn more about the features and reports available in each QBO subscription.

 

 

For your other concern, you can consider using a third-party application to entirely move the company file to the account. I invite you to visit the QuickBooks App Center to find one. You can look them over to get a better comparison of these apps and see if one meets your needs.


Please let me know if I can be of further assistance. I’m always ready to help and make sure you’re taken care of. Have a good one.

Goodweather
Level 1

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

About a month ago, we fired the old accountant. We knew they would disassociate from our account for subscription purposes and that we would need to get our own. The simple start seems like it will be sufficient.

We didn't do anything to transfer. When we set up the new subscription, we had to enter the company name, and login. We did no import or export.

I'm not sure what you mean about manually entering transactions. We weren't importing data to quickbooks online. We were already using it. We simply disconnected from our old accountant.

Why would we lose payee information on transactions that have long since been reconciled?

ChristieAnn
QuickBooks Team

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

Hi there, Goodweather.

 

I appreciate you for coming back to provide additional information regarding your concern about missing information.

 

Since you subscribed to a new QuickBooks version, the data from the accountant's QuickBooks account will not automatically transfer to the new one. That's the reason there's no payee information on transactions and charts of accounts. I suggest contacting your old accountant and request to give the master admin rights to another team member. This way, you'll get the complete data, including the accounts and payee information. Please share the steps below with your old accountant.

 

  1. Sign in to QuickBooks Online Accountant as the current master admin.
  2. Give the team member you want to make the master admin has full access permissions.
  3. Go to the Team menu.
  4. Find the user with Master Admin access and choose Edit.
  5. Select the Firm Administration and Books tab. Then, click Transfer Master Admin.
  6. In the dropdown, select the team member you want to make the master admin. 
  7. Hit Send invitation.

 

Once done, ask your team member to open the email and follow the steps to accept the master admin role. Then, remove the old client from your wholesale billing plan.

 

However, if the QuickBooks Accountant's account data is no longer available, you'll need to start from scratch by manually entering transactions. You'll also have the option to import data from QuickBooks Simple start.

 

I'm also adding this article to further guide you in effectively managing your business using QBO: Help guide for QuickBooks Online. It contains topics about advanced accounting, banking, and payments to name a few.

 

Please know that I'm always around here in the Community to help. Take care, and have a great day.

Goodweather
Level 1

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

So we spoke to the old accountant today. They said I was the administrator and they have no control over the account. Is there a way for me to add them back and restore the lost data? or is it gone forever? They said they were going to contact us before they disconnected but for whatever reason did not. Are we just out of luck? Is there anyway for Quickbooks to restore our data back to 1/27/2021?

Rasa-LilaM
QuickBooks Team

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

Hello there, Goodweather.


Yes, there’s a way to restore the data back to 1/27/2021. Let’s use the export and import data to transfer your reports and lists to the new account.


Here’s how:

 

  1. Log in to your previous company.
  2. Go to the Gear icon at the top to choose Export data under Tools.export data.png
  3. In the Help make your experience better by letting us know why you're exporting window, pick the appropriate answer, and hit Continue.
  4. On the Export data page, select which one you wish to transfer: Reports or Lists.export data.1.png
  5. Click Export to Excel.
  6. Press OK to confirm.

 

Next, manually input your invoices, bills, and other transactions. This is because they don’t automatically come over to the new company. Enter them the same way they’re recorded from your accountant’s subscription.


Please know you can only key in expenses and check in the Simple Start subscription. If you have bills, refund receipt,s, and other transactions, you can consider using the Essentials, Plus, or Advanced version. Doing so ensures you’ll be able to track these transaction types in QBO.


Let me share these articles for future reference. These resources contain videos to get acclimated to the product's processes and instructions on how to move the QuickBooks list to another account.

 

 

Reach out to me if you have any other concerns or questions. I’ll be around to answer them for you. Have a great day ahead.

Goodweather
Level 1

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

I'm a little confused and have questions:

1. log into previous company. I don't think there is a previous company. It's the same login I'm using today, we just added the simple start subscription. I don't think there is a new company, at least not that I understand.

2. export reports or lists? I'm assuming just lists. I need my chart of accounts back. I never used reports.

3. This part worries me the most. Next, manually input your invoices, bills, and other transactions We don't use invoices and bills and never lost the transactions, just the detail that went along with them like categories and payee names. What exactly am I supposed to re-enter? I can't possibly go back and re-enter 5 years worth of detail on the transactions. In some cases those data points only existed in Quickbooks once they were entered.

4. I was reconciled and had all transactions categorized, but now I'm not even reconciled anymore. How can that be corrected?

What happens if I resubscribe to Quickbook essentials?

Rubielyn_J
QuickBooks Team

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

I can guide you to the right way to fix this, @Goodweather.

 

As much as I love to check this further on my end, I won't be able to pull up your account here for security reasons. In this case, I encourage you to reach out to our Support Team. They have the tools to check your account. They can also provide additional information and steps to input your transactions inside QuickBooks. 

 

Here's how:

  1. Sign in to your QuickBooks Online company.
  2. Go to the Help (?) icon at the top right.
  3. Enter your concern, then choose Let's talk.
  4. Click Contact Us to connect with a live support agent.
  5. Select Start a chat or Get a callback from the next available expert.

 

For the support hours, check out this link: Support hours and types.

 

I'm also adding our page about account management which you might find helpful. It contains related articles about your subscription.

 

Please know that you're always welcome to drop by if you have other questions. We're here to assist you further. Thanks for posting, and have a wonderful Tuesday.

Goodweather
Level 1

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

You did not answer a single question I asked. The help you are referring me to was the first place we started. I feel like I've been sent in circles for days. I am at such a loss. I've lost years of data and can not find anyone who seems to understand my questions.

GlinetteC
Moderator

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

Thanks for getting back to us, Goodweather.

 

I can share another step you may consider doing to update your company file. We can try logging out then, log back in to see if data will be available on your new company. If the issue continues, I would highly recommend reaching out to our QuickBooks Support Team. That way, they can pull up your account in a private one-on-one setting and determine what's causing the issue and troubleshoot them for you.

 

Here are the steps on how to reach out to them:

 

  1. Click the (?) Help icon and choose the Talk to a human option (then type it again when prompted).
  2. When asked by the bot, type "restore company data."
  3. Select I still need a human, then proceed with Contact us.
  4. Tap Let’s talk then choose either Get a call or Start messaging

I'd appreciate it if you'd update me on how it goes. I want to make sure this is taken care of.

Fiat Lux - ASIA
Level 15

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees


@Goodweather wrote:

So we spoke to the old accountant today. They said I was the administrator and they have no control over the account. Is there a way for me to add them back and restore the lost data? 


 

@Goodweather 

Just to clarify your line. How did you pay the subscription? Did you pay it directly to Intuit or thru your accountant? Had you paid it thru your accountant, they holds the Master Admin credential. They have to transfer the role to your end and you don't need to open any new QBO account. 

Momma Pauley
Level 1

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

i have been following htis thread.  I have had Simple Start since 2008. Have transferred it to a differnet computer, carried on.  Have a new computer again, and was able to get it loaded.  However, NOW  QB is asking me to register (registered in 2008 and again in 2011).  But when I follow the steps to register, I get an error that says I have to call in.  Please help.

Fiat Lux - ASIA
Level 15

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

@Momma Pauley 

Are you using QB Desktop Simple Start? You have to contact and ask Support to re-activate it. Frankly, I am not sure they will support you due to the year version is too old.. Consider upgrading to QB Desktop with a one time license or migrate to QB Online.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

Momma Pauley
Level 1

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

thank you.  I assumed I would need to update.  was hopeing for a msoother transition.

Fiat Lux - ASIA
Level 15

Changed accountants, old one dropped us from their subscription. We set up a new one. We have our bank register, but not our chart of accounts or payees

@Momma Pauley 

Contact us in private to purchase our conversion service.

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