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Golfnbike13
November 26, 2024
Question

Missing receipts after changing from Self-Employed to Solopreneur plan

  • November 26, 2024
  • 1 reply
  • 0 views

Ive been using the Self Employed plan and just switched to the Solopreneur plan. All my transactions moved over except now they don't have the receipts attached. In fact it shows I have no receipts at all. I received the email stating my data has finished moving over, but there are no receipts. Please help, how do I get my receipts back

 
 
 
 
 
 

1 reply

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Erika_K
November 26, 2024

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. 

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Golfnbike13Author
December 5, 2024

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!!! 

    J
    Jessavell_A
    December 9, 2024

    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.

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