Maintaining visibility over your team is crucial, @cormacpara1. I'm here to assist you in navigating this situation and exploring the available options to manage your workforce.
I want to clarify that your existing transactions and data will remain intact after you downgrade. While some features associated with your previous subscription may no longer be available, all your historical data, including contractors and employees, will still be accessible.
When downgrading, it's essential to ensure that you're signing into the correct account. Sometimes, users unintentionally log into a different subscription account, which could lead to confusion about the availability of their data.
If you've verified that you're using the correct account but still encounter issues, I recommend running an Audit Log report. This feature allows you to track any changes to your account, including deletions or modifications of transactions.
For detailed steps, here's how:
- Go to Settings and select Audit log.
- Select Filter.
- Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
- Select Apply.
If your contractor's and employee's data are not visible in the Audit Log, it could be a browser's cache issue. I suggest accessing QuickBooks Online in incognito mode. This can help eliminate any display issues caused by cached files.
To further support your payroll management, I’d love to share these insightful QuickBooks articles specifically designed to help you effectively customize and generate reports that align perfectly with your unique business needs:
The QuickBooks Community is available 24/7, providing a supportive environment for users seeking assistance with any concerns. Reply to this conversation for prompt assistance.
