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D3mje
February 16, 2025
Question

Multiple issues with QB Sole Trader

  • February 16, 2025
  • 2 replies
  • 0 views

Is it just me, or are other users of QB Sole Trader experiencing any number of issues with this product?

 

I upgraded just over 2 weeks ago now, and after migrating, gone were all of my transactions pre Jan 2024. I cannot connect to any of my bank accounts,  my payment details don't appear on my invoices (yes, I've filled in the relevant details in the settings screen), none of the links to customise any of the features are working (all return a 'page not found' error), transactions that did migrate all had incorrect categorisations!

I've spent a considerable number of hours on online chat sessions with support staff, been on long telephone calls, and sent numerous emails, but nothing is getting done.

Their only suggestion to date is to upgrade to a more expensive level, but they don't specify which!

I'm justifiably nervous about another upgrade, as I'm worried that I'll still be faced with the same issues.

 

I'm just a one man band who just needs to be able to track my spending and income, send invoices and prepare for Self Assessment, all stuff I was able to do in QB Self Employed. I only upgraded to Sole Trader as it was obvious that since QBSE was no longer available, sooner or later it would cease to be. I'd already noted that things like the online jelp were no longer available, so the writing was most definitely on the wall for QBSE!

2 replies

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RogelioL
February 18, 2025

I appreciate you for reaching out and sharing your concerns with us, @D3mje. Experiencing a series of issues is never easy and I can only imagine how stressful this can be.


I completely understand your frustration, especially after the loss of prior transactions, difficulties connecting bank accounts, and errors in customizing features. It sounds like you’ve been through quite a challenging time trying to resolve these issues, and it’s concerning to hear that the support provided so far has not met your expectations.


We genuinely want to help get this sorted out for you as swiftly as possible. To ensure this is handled by the right team with the appropriate expertise, we're now going to escalate your case to our Next Level Help team. They specialize in complex issues such as yours and will review your comments in the Community along with your recent interactions with our support team.
 

You can expect to be contacted by one of our experts within the next 1-2 business days who will dive deeper into your situation and work with you towards a resolution. They will explore all possible solutions, including checking on any upgrade options that would genuinely benefit you without causing further concerns, ensuring they tailor the solution specifically to your needs.


Please rest assured that we are here to support you, and we’re committed to restoring your trust in our product. If anything else comes up in the meantime, or if there’s more you’d like to share, please don't hesitate to reach out in the Community. We're here to help and ensure that your requirements for tracking spending, sending invoices, and preparing for Self-Assessment are met smoothly.
 

Thank you for your patience and for communicating these issues to us. We are on it and looking forward to resolving this quickly and to your satisfaction.

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D3mjeAuthor
February 27, 2025

Well, RogelioL, it's now NINE days since you posted your message!

Has anyone from the 'experts' in 'next level help' team contacted me???

That'll be a big, fat, NO then!!

Only conclusions I can draw from this are that you genuinely DON'T want to help get this sorted, and that you're NOT here to support me!

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PJack1
April 15, 2025

I’ve had pretty much the same issues migrating over the sole trader from self employed and so far I’ve found it terrible. I’m assuming they never got around to helping you? Might be time to look for another accounting software…

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G892
May 31, 2025

Did you manage to get this sorted? I have been experiencing multiple issues for around 6 weeks now since switching plans, and having a similar experience with the staff and no updates being given. It seems this product is experimental and not fit for market. 

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RhoiceW
May 31, 2025

Managing invoices and completing your business tasks can be very important, and I truly understand how you would want to get back on track, G892.

 

As much as I would want to provide updates, please know that we prioritize your account's security here as Community is a public page, and we're unable to check on your account. That said,  I suggest contacting our live support team so they'll be able to follow up on this.

 

Here's how:

 

  1. Go to the Help menu.
  2. From the Search tab, enter Contact Us.
  3. Click Contact Us button.
  4. Pick a topic or enter your concern, then select Continue.
  5. Choose Chat with us or Have us call you.

 

For successful communication, please check the support hours on our website to identify the best time to reach out for assistance.

 

For future reference, you can customise your invoices to make it personal and business looking.

 

Feel free to reply to this thread if you still have any other QuickBooks-related concerns. We'll be glad to assist you.

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