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I experienced a similar nightmare. Client hired me June 2024, and she was using QBSE. I proposed that she upgrade to QBO essentials. Prior to migrating we had a three way call with a QB representative. Client had not filed 2022 & 2023 tax :(, so my concern was expressed about a migration and losing all data that had been categorized correctly in QBSE.The rep said no problem just purchase a PURCHASE a new QBO subscription.I know phone calls are recorded, and I must have communicated 10+ times, that my biggest concern was losing data.
All data was lost. So another rep told me to manually enter 5 YEARS of statements for 5 credit/bank accounts. So I journeyed to the banks to download csv files, which 3 banks only have PDF files. So then you have to convert to csv.......On and on and on. Yes, I know this is what I have to do, but I am resentful. that client has to pay me hourly for tasks that are a result of QB platform. I finally got a functional representative (a migration specialist). She said no, no , no. The rep should have migrated QBSE to QBO, and all you information will be in your inactive QBSE for 7 years to download.
This wonderful rep disconnected the new QBO purchase, refunded the $60, and then migrated client account info.
But still no data.. crying. a lot.
I am frustrated. This happens a lot. The relentless PR I have to experience daily, updates daily, buy this daily, etc....
I feel like QB is squeezing all users to toward QBO/Auto pay/Auto tax/fees, fees, fees. When I was using QBD enterprise in 2019, I renewed another client's 3 yrs subscription. Client was in construction, and I needed ability to job cost, inventory, COGS etc. The rep was urging me to move to QBO, as QBD will be phased out????? It's coming
I do not like everything on auto, I feel the loss of control and ability to search. QB is always in update mode and FREQUENTLY I find the auto transaction are incorrect!! I spend more time correcting auto transactions than completing tasks.