AileneA
Moderator

Banking

Hello, agwell35.

 

I understand how frustrating it must be to realize that none of your data from the rest of this year was saved in QuickBooks Online. I can imagine how much inconvenience this has caused you. Rest assured, I am here to assist you in resolving this issue and finding a solution. To do so, we require some information from you. Please let us know if you received any error messages or notifications prior to the data loss so we can investigate what happened.

 

It's important to clarify that if the data you refer to is uncategorized or unmatched transactions beyond the 3-month download period, it may no longer be available in the system. QuickBooks usually saves uncategorized or unmatched transactions for a period of 90 days. In this case, you will need to import them manually. However, if the missing data pertains to something else, please let us know so we can explore other recovery options. We understand the importance of your financial records and will do everything we can to help you retrieve them. 
 

Regarding compensation, we suggest contacting our customer support team, who can access your account and guide you through the following steps. Please be aware that requesting for compensation will be subject to approval. Our team is committed to helping you resolve this issue quickly and ensuring your satisfaction. 

 

Here's how to connect with our Customer support team:

 

  1. Click Help in the upper right-hand corner of QBO.
  2. Tap Talk to a human, then type in Talk to a human.
  3. Select I still need a human.
  4. Press Contact Us.
  5. Choose a way to connect with us: Start a chat or Get a callback.

 

Additionally, It's a good idea to reconcile your account once everything is resolved. By reconciling your account regularly, you can avoid errors and discrepancies in your financial records, which can lead to incorrect reports and financial statements. It is recommended to reconcile your account at least once a month to ensure the accuracy of your records and to identify any issues that need to be addressed. Reconcile an account in QuickBooks Online. 

 

If you need any assistance with banking or have any questions about the process, please don't hesitate to reach out to the Community. We are here to help you and ensure your satisfaction. We appreciate your patience and understanding in this matter. Have a great day!

 

 

Hi, shyly, and macrosound.

 

I'm glad to hear that our solution worked for you. We understand the importance of having a reliable accounting system, and we are committed to providing you with the best possible service.
 

Please know that our team is always here to assist you with any other issues or questions regarding QuickBooks. We offer a wide range of support services to help you get the most out of your accounting software, including troubleshooting, training, and customization. In addition, we recommend that you take advantage of our online resources, including our knowledge base, community forums, and video tutorials.

 

These resources can provide valuable insights and tips on how to use QuickBooks effectively and help you stay up-to-date with the latest features and updates. At QuickBooks, we are committed to your success. We want to ensure that you have the best possible experience using our software, and we will do everything in our power to help you achieve your financial goals.

 

Please don't hesitate to contact us if you need further assistance. We are always here to help you anytime. Have a great day!