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userbethany-jo-scott
November 20, 2021
Question

QBO wiped all my client's data?

  • November 20, 2021
  • 1 reply
  • 0 views
My client only provides me with the info to finish his books once a year. I got his package and went to log in to QBO only to find all his information from last year is gone? No clients, no suppliers, no transactions - nothing. How do I get this information back?

1 reply

T
Trish_T
November 22, 2021

Hi userbethany-jo-scott,

 

Thanks for reaching out to Community.  We're glad to see you here!  Having the ability to perform year end tasks for your client is essential for tax purposes and meeting government deadlines.  QuickBooks Online Accountant provides you with the access you need to get the job done.  Based on the information you've provided, there's a few circumstances that would cause this type of behavior.  I'd be happy to provide some suggestions.

 

Initially, I'd recommend doing some troubleshooting, if you haven't already.  Clear cache on your browser and login to the account using private or incognito mode.  If you have the same result, I recommend taking a look at the audit log to see what activities have taken place.  Click on the Gear in the top right and select Audit Log and then enter your Date range.  Here's where you'll be able to recognize any deletions performed in the account.

 

Next, check your user permissions for access to the account.  Here's how:

 

1. Click on the Gear in the top right and then choose Manage Users

2. Review the User tab to review your level of access

3. Open the Accountant tab to ensure you're listed

 

If the issue persists please contact us so we can gather additional information to review the account from our end, and get you back to business in a timely fashion.

 

Schedule a Callback or start a Chat: click Help (?) in the upper right in QuickBooks Online > enter "Contact support" into the QB Assistant > hit Contact Us > give a brief summary of your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Please feel free to reach back out if you have any other questions.  We'd be glad to assist you!

 

 

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