Skip to main content
E
Elaine Bolt
September 19, 2023
Question

lost categorised transactions

  • September 19, 2023
  • 1 reply
  • 0 views

Quickbooks self-employed recently lost the connection with my bank and I was guided through reconnecting with my bank account by a member of their support team. The connection was re-established but over 500 of my previously categorised transactions dating back to 2022 have reverted to being uncategorised. I have simply been told that I need to recategorise them. As a sole trader with limited time to spend in re-working data lost by Quickbooks and I have to say that I am extremely disappointed not only with the original error but with the way it has been concluded. I am now looking for alternative services to quickbooks to help wm manage my bank data and no longer feel happy to recommend this service to others. If you have had a similar experience with lost connections to your bank accounts I advise you to tread very carefully if following advice given by the support team.

1 reply

E
emmam6
September 19, 2023

Hello Elaine, we have had a look at what happened with the banking connection and your contact with the support team, and we can see that this was raised to our senior technicians and then through them to the highest level we have our banking engineers who then were in contact with the bank in question. The cause of the issue was resolved. We're very sorry that this has happened and resulted in the transactions becoming unreviewed. We understand from your case motes that the support team have advised you would need to either exclude or manually add/review the transactions and we do see this is in no way ideal. We apologise for the frustration we don't have another option to offer you in the Community. We do welcome other comments from the QuickBooks Community.

Terms & ConditionsAccessibility statement