Skip to main content
March 28, 2023
Question

My quickbooks has lost all data from invoices, estimates and customers and my custom invoice template . How do I get this back please?

  • March 28, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

March 28, 2023

Hello there, @davewilson242.

 

Let's perform some troubleshooting steps to get your data back in QuickBooks Online (QBO).

 

Before we start, I'd like to ask a few verifying questions. What task did you perform before you lost your data? Did you use your correct sign-in credentials when you log in? Any additional details (for example, screenshots) are appreciated so I can provide the appropriate fix for your concern.

 

Your data like invoices, estimates, customers, and custom templates won't be lost unless someone deleted/voided them in your QBO account. To check, I'd first recommend visiting the audit log. This helps you track activities and see who made changes to your account.

 

In case no one made any changes to your account, you may have a browser cache-related issue. That's why your data seems lost. Your browser saves files to load websites faster on your next visit. But over time, it'll get outdated, which can cause errors and performance issues using QBO.

 

To fix this, you can perform some troubleshooting steps. Start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

 

  • Press Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)

 

Once signed in, go to the Sales menu to check your customer list and transactions, and visit the Custom forms styles page for your custom invoice templates.

 

If you're able to access all your data, return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performance issues. However, if this matter continues, I'd recommend using other supported browsers.

 

Also, you may want to check out one of our Help pages as your reference in managing your company's income and customer transactions in QBO: Sales and customers help for QuickBooks Online. It includes topics about processing payments, sales transactions, and customising forms, to name a few.

 

Keep me posted in the comments if you have other concerns about managing customers and sales transactions in QBO. I'll gladly help. Take care, and I wish you continued success, @davewilson242.