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S
sandybigara
February 10, 2020
Question

Lost all contacts and past invoices: I bought a new phone, in the QB app I have now lost all of my clients co tact details and all past invoices. Why has this happened?

  • February 10, 2020
  • 1 reply
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1 reply

Angelyn_T
Angelyn_T
February 10, 2020

Hello, @sandybigara.

 

Using QuickBooks Online (QBO) on the new phone or application won't lose its data. For now, be sure to log in to the correct account to access your invoices and the rest of the QBO data. If the problem continues, I encourage resetting the app's data on your new phone to start fresh and optimize QBO experience.

 

Here's how:

 

  1. Open your QBO account, then tap on the More options.
  2. Click on Settings from the pop-up.
  3. Tap on Refresh Data to clear and resync your data.

 

You can also check this article for additional reference: See your latest data in the QuickBooks Online app.

 

As always, read our help articles in case you need help and related links in the future.

 

Keep me posted if you have any other concerns. I'm a few clicks away to help. Have a good day!

S
sandybigaraAuthor
February 10, 2020

I'm signed into the correct account. My business name etc is there, but no invoices and no clients. I have no invoice history at all. Please help. 

C
Catherine_B
February 10, 2020

Let's perform other steps to get back your past transactions, sandybigara. 

 

We can access your account through one of our supported browsers to verify if past transactions are there. You can use Google Chrome, Internet Explorer, Safari, or Mozilla Firefox. 

 

Look into the options at the left menu to check if transactions are there. We can use all of your customer's list of transctions as an example. 

  1. Go to the Sales menu.
  2. Click All Sales. 
  3. Us the Filter button to customize the data to display. 
  4. Then, click Apply. 

One way to also verify if you have multiple accounts is to go to the Gear icon and click Switch Company. Changes to your account can also be tracked using the Audit Log report. 

 

If the issue persists, I suggest to uninstall and reinstall the app. 

 

I'll be here if you need anything else. Thanks!

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