Upgraded account from self-employed to quickbooks online and 7 months of transactions are gone

I can see how the issue greatly impacts your business, @jassimone.

Let me make it up to you in the QuickBooks Community page. I'll help you bring back your missing data so you can submit the 1099 forms. 

It could be that some of your data aren't successfully transferred during the migration process. This can be the reason why your 7 months' worth of transactions isn't showing in QuickBooks Online (QBO).

Let me share with you some steps on how to move the missing files into QBO. To start, by download your transactions in a CSV file and upload them into QBO. Here's how:

1. In QuickBooks Self-Employed, select the Transactions menu.
2. Choose the transaction types, accounts, and time period you want to download from the dropdown menus.
3. Click the download icon at the top of the transaction list.
4. Save the file somewhere that's easy to find, like your Windows desktop.
5. Select a category type to download from the drop-down menus.
6. Enter notes, browse and upload a receipt.
7. Click Save.

 
You can also use a third-party app like Transaction Pro and Excel Importer to import them into QuickBooks Online.

If you have missing banking transactions, you can also upload them in QBO. Let me show you how:

1. Sign in to your new QuickBooks Online company.
2. Go to Settings and then select Import Data.
3. Click Bank Data.
4. In the Get your info from your bank section, select Browse.
5. Find and select the CSV file you downloaded, select Open. Then click Next.
6. From the QuickBooks Account ▼ drop-down menu, choose the account you want to move the transactions into and select Next.
7. Match the statement fields from the CSV with the ones in QuickBooks Online. Then click Next.
8. Choose the transactions you want to move to QuickBooks Online and select Next.
9. Click Yes, then select Let’s go.

Once your transactions are in QBO, go to the Banking menu, then select Banking. Follow the steps to review and categorize your transactions.

Please reach back out to me with any additional information on migrating data in QBO. I'll be right to help.

I no longer have Quickbooks Self Employed I have Quickbooks Online now. The directions you gave do not work it doesn't show any transactions prior to August 2021.

I appreciate you for doing the steps provided by my colleague above and for getting back to this thread, @jassimone. 

In uploading your data to QuickBooks Online, let's ensure that the file is supported. Aside from that, check the formatting and the date range you use when setting up the process. 

If the issue persists, I recommend contacting our support team. They have the tools to check your account in a safe environment, and they can help find the root cause of your issue and find a fix.

Here's how to reach them:

1. Sign in to your QuickBooks Online company.
2. Select the Help (?) menu.
3. Choose the Assistant tab.
4. Click the Talk to a human option.
   
   
5. Select Get help from a human.
   
   
6. Click either Chat with us or Have us call you button.
   
   

Additionally, let me attach this link to help switch your account from QuickBooks Self-Employed to QuickBooks Online. 

Keep me posted if you have other questions when migrating from the QuickBooks Self-Employed to the Online version. I'll be happy to help you. Stay safe!