cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
timdan07
Level 1

Lost Data and Receipts

I just upgraded from Self-Employed to SoloPreneur, and all my receipts are gone.  Also, all my transactions from before Jan 24, 2024 are totally gone.  I need all my receipts and Jan 1-24 transactions for my 2024 taxes.

 

I have been told by customer service (Ralph) that all this was supposed to come over, and they assured me it is a bug and it should have already come over, but nothing has changed in my account.  When I just chatted again (Louisa) to follow up with customer service, she told me there is nothing they can do, I just have to wait for an indefinite amount of time...for it to maybe fix itself...and they can't help me get my data downloaded as a backup because she can't access the archives as a T1 tech support, only supervisors/developer level folks can.  I was supposed to get called by a supervisor to my cell phone Louisa said...well that never happened.

 

In hindsight...yeah I should have downloaded all my data before upgrading as a backup, BUT the upgrade page specifically said I did not have to download my data as it would automatically migrate.  This is a huge critical bug it seems! 

 

Does anyone have any suggestions on how I can possibly get my data back?  I can't get into Self-Employed (it's gone and just redirects me to Solopreneur now).

 

Thanks in advance everyone

6 Comments 6
Dandie_A
QuickBooks Team

Lost Data and Receipts

I appreciate your proactiveness in finding a solution to migrating your data from self-employed to solopreneur, Timdan07. Rest assured our live support team is working on this to get those data restored.

 

To address your concerns as efficiently and thoroughly as possible, I recommend reaching out directly to our live support team. You can contact them either through our direct phone line or by using the live chat feature on our website. Our live support team has immediate access to extensive resources and can provide real-time solutions, which may speed up the recovery of your data.

 

Here's how you can contact our live support:

 

  1. Sign in to your QuickBooks Online company.
  2. Select (?) Help.

 

        3. Select the Assistant tab to get help from the QB Assistant, or Select the Search tab to enter your question and find Help articles.

 

 

 

You can also check this article for more details and be sure to review their support hours to know when agents are available.

 

Additionally, if you are exploring products for solopreneurs, you might find this article helpful: Discover QuickBooks for Solopreneurs.

 

If you require additional help with your solopreneur product, simply click the Reply button and let us know your concerns. Our dedicated team is here to provide support at every stage of the process.

timdan07
Level 1

Lost Data and Receipts

Thanks for your reply, but that didn't answer my question and as I stated I've already chatted with live support and they seem totally unable to help me.  The solution is I need someone with Archives/Backup access to let me download my data that has been lost.

 

How can I get ahold with that person?  I am actually on a chat right now trying to get transferred to a supervisor of some sort to figure out the best way to go about this!

 

Thank you,

Tim

sabiiii
Level 2

Lost Data and Receipts

Similar issue, please kindly escalate as tax deadline is approaching!

https://quickbooks.intuit.com/learn-support/en-us/account-management/re-bug-transactions-and-receipt...

BabyB
QuickBooks Team

Lost Data and Receipts

We recognize the urgency to get your data on time to be able to process your taxes before the deadlines, Sabiiii. Rest assured that we are committed to helping you resolve this concern.

 

This matter needs your account to be pulled up to further investigate why certain data wasn't automatically transferred. So, I recommend reaching out to our live support team. They have the necessary expertise and tools to assist you in identifying the cause of this problem. After that, they will guide you through fixing this concern. To contact them, you can follow the steps provided above by our colleague @CamelleT.

 

To know when our experts are available, you can check their support hours under this article: Get help with QuickBooks products and services.

 

You can browse this page for helpful resources about filing taxes: File taxes QuickBooks Solopreneur.

 

You can add a reply to this thread or post your queries directly on the Community page if you have other questions about migrating data or managing transactions in QB Solopreneur.

sabiiii
Level 2

Lost Data and Receipts

Were you able to get the issue resolved?

Erika_K
QuickBooks Team

Lost Data and Receipts

Your efforts in getting back on this discussion are appreciated, sabiiii. Let me route you to the right direction of support channel to assist you with this matter.

 

You'll need to contact our live support team for further assistance. Our live representatives will collaborate with you through a screen-sharing session to diagnose and resolve the issue with your receipt transfer after upgrading to QuickBooks Solopreneur. 

 

I'll show you how you can reach them:

 

  1. Go to the Help icon in the upper right corner.
  2. Select the Search tab and hit Contact Us.
  3. Click the Ask about something else tab.
  4. Key in your concern and hit Continue.
  5. Choose a way to connect with us:
    • Have us call you - Get a call from a support expert.
    • Chat with us - Start a conversation with a support expert.

 

You can check out their support hours to determine their availability.

 

I’ll provide some resource guides to help you learn more about QuickBooks Solopreneur and prepare for filing your taxes:

 

 

Our dedicated live customer service team is ready to provide personalized guidance through your QuickBooks migration journey. If you have additional questions, share them with me by commenting below. 

Get answers fast!
Log in and ask our experts your toughest QuickBooks questions today.

Need to get in touch?

Contact us