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AudreyLW
Level 1

All transactions missing after Simple Start to Essentials upgrade...

Our small business upgraded from QBO Simple Start to Essentials, but all of the transactions are missing...is there a step that got missed? I figured it would be a smooth transition without any exporting/importing since its just a bump up so am perplexed & can't find any other steps online other than "go to the upgrade billing..."

5 Comments 5
Fiat Lux - ASIA
Level 15

All transactions missing after Simple Start to Essentials upgrade...

Did you upgrade from the Billing and Subscription menu or click the Buy button and picked the Essentials? You can also try opening your QBO account on private/incognito browser to make sure.

AudreyLW
Level 1

All transactions missing after Simple Start to Essentials upgrade...

It should be via upgrade through the billing (by my boss) and was reflected in the transitionary billing statement. The historical billing history is accessible & the company ID is the same, its just like the meat of the company file is missing. 

 

I tried the incognito tip w/ same results.

Fiat Lux - ASIA
Level 15

All transactions missing after Simple Start to Essentials upgrade...

Login as Primary Admin and navigate to your Billing and Subscription menu. How much is your subscription rate? $50, $25, or else?

AudreyLW
Level 1

All transactions missing after Simple Start to Essentials upgrade...

Billing is currently $50/mo for Essentials

 

Also, she was told in a confusing conversation with customer support that there are a lot of transactions under her QB desktop, but she doesn't have QB desktop, & that is a separate entity anyhow...

AudreyLW
Level 1

All transactions missing after Simple Start to Essentials upgrade...

Also, she was told in a confusing conversation with customer support that there are a lot of transactions under her QB desktop, but she doesn't have QB desktop & that is a totally separate entity anyways...

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