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Andrew Jackson
February 11, 2021
Question

Lost all data and reciepts when refreshed bank and paypal

  • February 11, 2021
  • 1 reply
  • 0 views

Hi, quickbooks told me to refresh banking, after spending all last night and tonight imputing receipts ect and categorizing, i did what it asked and refreshed bank and paypal, now everything i have imputted ie reciepts and categorized has vanished and now i have to start all over again with everything uncategorized and attaching recipts again. please help i am losing the will to live

1 reply

AlcaeusF
AlcaeusF
February 12, 2021

Thanks for posting in the Community, @Andrew Jackson.

 

To check if this is a browser-related (cache and cookies) issue, try signing into your QuickBooks Self-Employed (QBSE) using a private browser (incognito). There are times that the browser is already full of frequently accessed page resources, causing some unusual responses.

 

Here's how:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

Once logged in, try to check the bank transactions again.

 

If everything looks good, go back to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

 

For tips and other resources, I recommend visiting our website for reference: Self-help articles.

 

Reach out to me in the comment section below if you have any additional questions. I want to make sure everything is taken care of for you. I'll be here to help. Have a good one!

P
philiptarry-gmai
June 27, 2021

I have just had the same issue and must apparently re-review 700+ transactions...surely not

RenjolynC
RenjolynC
June 27, 2021

Thanks for joining in on this thread, philiptarry-gmai.

 

I'd like to share some steps to help you out.

 

When you're unable to find the transactions already downloaded in the Transactions page, it may be stuck somewhere. Let's make sure to filter the Type, Account, and Date to view All. Then, search for the missing transactions.

 

If you're still not able to find the transactions, you'll want to download your transactions as a CSV file from your bank. Then, import the data in your QuickBooks Self-Employed. Here's an article that includes the step by step process: Add older transactions to QuickBooks Self-Employed.

 

Otherwise, reach out to our Customer Care Team to investigate this further.

 

Here's how:

 

  1. Click the Assistant link located in the upper right-hand corner.
  2. Enter Talk to a human and then I still need a human to see the Message an agent or Get a callback option.

You can also find the instructions here: Contact QuickBooks Self-Employed Support.

 

Please know that you can always leave a reply on this thread if you have any additional questions or other concerns. Take care and stay safe.

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