Missing receipts after changing from Self-Employed to Solopreneur plan

Navigating software transitions can feel like crossing a financial tightrope, Golf. I'm your dedicated support guide, ready to decode why those attached receipts have disappeared during your accounting software migration. 

Receipt transactions can be migrated to QuickBooks Solopreneur. However, it's important to note that any receipts attached to these transactions will not be transferred. In this case, I encourage you to submit this product suggestion directly to our Products Development Team for further consideration. Your feedback is essential for improving our software and can help shape future updates. 

I'll guide you on how:

1. Go to the Gear icon.
2. From the Profile column, choose Feedback.
3. Enter your feedback suggestion.
4. Hit the Next button.

To assist you in getting started with QuickBooks Solopreneur, I've attached a comprehensive article that outlines the essential steps and provides valuable insights. This resource is designed to help you navigate the software effectively and make the most of its features: Introduction to QuickBooks Solopreneur.

I remain prepared to provide further assistance during your transition to QuickBooks Solopreneur. If you have any questions or need clarification during this process, comment below. I’ll respond promptly to ensure you get the support you need. 

This is unacceptable to not transfer my receipts from Self Employed to Solopreneur. I was told by customer service they would transfer in 48-72 hours but it’s been weeks and I still have no receipts. That’s hundreds of transactions this year that Quickbooks just lost the receipts!!! 

We hear your sentiments, and we understand the importance and urgency to have your receipts transferred from Self Employed, Golfnbike. It’s important to us to help resolve this issue as quickly as possible.

Please know that we're going to escalate your case to our Next Level Help team. This team will review your comments in the Community as well as your recent cases with support, and you will be contacted by an expert within 1-2 business days regarding the next steps.

Furthermore, if you like to know more about QuickBooks Solopreneur and how it differs from other QuickBooks products, you can read this article: Introduction to QuickBooks Solopreneur.

Please feel free to reach out to us so we can make things right. We sincerely appreciate your patience and are committed to ensuring you have a better experience in QuickBooks.

So the specialist I talked to today said not to worry as you are working on a tool to migrate receipts over but there is no timeline for completion. I mean seriously, what are you thinking QuickBooks? You can't even have receipts stay with transactions? This seems like a simple need that should already be with your products, and you completely lied when telling me all of my books would easily transition over between your products. I have now lost all faith and trust in your services.

I'm in the same boat, it has been over a month, and customer service won't do anything helpful. They said it was a feature under development, but the page clearly states that receipts would transfer over.

I had to switch because Self-Employed became unusably buggy - planned obsolescence I'g guess. But Solopreneur is clearly a beta product that shouldn't have been released, and of course they refuse to let you go back to Self-Employed. Let's hope I gain access to my receipts before tax time.

I'm having this issue too, no receipts found at all. How is this acceptable? Self-Employed stopped working and became an unusable mess and decided to upgrade. This paired with email receipts not working is mkaings this garbage worth over $250 a year? Need an eta on this fix

I understand why you feel that way and your feelings is completely valid, @rockerroach. Please know that we are committed to addressing this issue promptly and providing you with the support you need.

Once you upgrade to QuickBooks Solopreneur, your access to the old QuickBooks Self-Employed account will be discontinued. That’s why it’s important to download and save any necessary reports and accounting information beforehand. We want to ensure you have everything you need during this transition.

Receipt transactions can be migrated to QuickBooks Solopreneur, but please be aware that any receipts linked to these transactions will not be transferred. For a smooth recovery process, we encourage you to connect with our live support team through chat or phone. They are equipped to assist you in retrieving your missing receipts and can provide you with an accurate timeline for resolution. 

For more in-depth information about the migration process, including details about data that cannot be transferred, please refer to our comprehensive guide: Switch from QuickBooks Self-Employed to QuickBooks Solopreneur.

Additionally, to help you get started with QuickBooks Solopreneur, I've included a link to a detailed guide that walks you through the key steps and provides valuable tips. This resource is designed to assist you in navigating the new software effectively. You can find this helpful information here: Introduction to QuickBooks Solopreneur.

I trust this information helps clarify the migration process and provides you with a clear path forward. If you have any additional questions or concerns, please feel free to respond below. Our aim is to ensure your transition to QuickBooks Solopreneur is as smooth as possible, and we are dedicated to supporting you throughout this journey.

I appreciate your response but data protection should be number one for a product whose whole goal is accounting, where its goal is to “track” and keep an accurate “account” of things. Where can I get a refund and cancel this service? I already found Wave accounting to have all the features plus more for cheaper. 

It's hard to see you go, rocker, but we completely understand that preferences can change. I respect your decision. Let me share some details about canceling your account and navigating the refund process.

You can locate the Subscription and billing menu from the Gear icon to cancel your subscription. I'll lay out the steps below:

1. From the Profile column, choose Subscription and billing. 
2. On the Billed to you option, hit Cancel.
   
3. Then, Continue to cancel.

After canceling your account, you'll retain read-only access to your data for one year. You can learn more about this by visiting our Data Availability and Export Policies. This will give you all the information you need regarding how your data is managed post-subscription.

Regarding your concern about requesting a refund, I recommend contacting our live support team. While you can submit a refund request using our online form, the QuickBooks Solopreneur option is unavailable. Our live support team is equipped with all the necessary information to determine your eligibility for a refund and can assist you with any questions or concerns you may have.

Lastly, if you decide to return, we're here to make the transition smooth and seamless. You can resubscribe and reactivate your account anytime to ensure hassle-free access to your data and continued use of our services.

Thank you for being a valued member of our community. If you have any further questions about canceling your account, Reply below. We'll be here to lend a hand. We wish you the best in all your future endeavors. Keep safe.

It's borderline lawsuit worthy. They expressly said when I switched software that receipts will be transferred over (this screenshot), and the customer rep says that will "eventually" happen but there is no timeline.. I've tried to get them to send me a folder of all my receipts, but I'm past the deadline now apparently (the phone call made it sound different). If the IRS decides to audit me this year, I'm going to be in a pickle, all thanks to good old Quickbooks.

I'm about ready to switch to Quicken, that way I will always have control over my own data.