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Level 2
March 28, 2021
Question

All my data erased from PTO after adding my company to QBO

  • March 28, 2021
  • 1 reply
  • 16 views

I recently decided to link my company in QBO to QBOA.  After I did that I logged in a couple days later to work on tax returns for my PTO clients.  All of them are now gone, my company data is wiped, as in my customer number is missing, PTIN is now gone, all records of credits I purchased for tax returns are gone, all my customer files are gone from this year and last year.  What is going on?

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1 reply

FirmamentAuthor
Level 2
March 29, 2021

disturbing update: I contacted support and the rep for ProConnect Tax was unable to recover the lost returns or the clients, very troubling and I thought the community should be aware that this is an issue if using ProConnect.  I asked if they could connect me to a technical team if they were unable to resolve the issue (this was after 45 minutes of them trying in silence) and they said they have no way of reaching out to anyone else at ProConnect.  It seems everyone is on their own there.  I'll see if I can get some help either here or try calling again.  Words can't describe how uncomfortable this whole situation is.  

qbteachmt
Level 15
March 29, 2021

You keep asking all over this same forum. It won't make a difference to keep asking the very same people you already asked, about 4 times. I imagine this is making you crazy.

Here's an article in a prior topic where you also asked this, but from 2020. Did you try this:

https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/disappearing-client-files-fix/01/93613/highlight/false#M34

 

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