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M
Mr Conners
May 30, 2024
Question

Lost and repeat/duplicate transactions

  • May 30, 2024
  • 1 reply
  • 0 views

Hi there.

I went on the app last night to upload receipts and noticed that a number of transactions I had previously categorised from February have now reappeared having no category and also no attached receipt. Following advice to logon to  the desktop site, its still the same here. This amounts to a loss of data and I'm sure quickbooks are doing their best to sort this out as they have a duty of care to protect customers, when will it be rectified? If I handed all my information to my accountant and he simply mislaid all the receipts I would be complaining to the ICO. Help please.

1 reply

J
James_AL
May 30, 2024

 

Hello there, Mr. Conners.

 

The transactions that were previously categorized last February and right now have reappeared and have no category or attached receipt.

 

What we can do right now is go through each transaction and exclude it. I will provide you with a step on how to exclude it.

 

Here's how:

 

  1. Login to your QuickBooks Self-Employed.
  2. Go to the Transactions menu.
  3. Find the transaction you want to exclude and select it to expand the view.
  4. Select the Exclude this transaction checkbox.
  5. Select Save.

 

I will also include a link for your reference on how to exclude a transaction. Exclude or delete transactions in QuickBooks Self-Employed.

 

Please remember that you are always welcome to reach out to me if you have any questions or concerns about your transactions. I'm here to help. Take care and have a great day.

M
Mr ConnersAuthor
May 30, 2024

Hi there.

So what about the lost receipts? And why am I having to spend time correcting a problem caused by QuickBooks software (for which I'm paying) in my own time?
I'm sure you will provide a suitable solution in which QuickBooks will correct the problem.
Regards 
Andy 
    G
    GeorgiaC
    May 30, 2024

    Hi Andy, thanks for getting back to us here 

     

    We're sorry for the trouble that this has caused you. 

     

    If a bank is disconnected temporarily, we can recover the transactional data but not the receipt data. So that we can take some account information to check this further for you, please begin a chat. Thank you.

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