Company File Data Missing

I have one company file and I am the only user. When I opened my company this morning I seem to be missing data from the last week or so. I have no idea how this has happened overnight? Missing transactions such as bills entered, purchase orders, invoices and quotes and bills paid. Any insights much appreciated

Comments

Tanvi_kataria

Morning @Julie C

I'm sorry to hear that.

Could you please confirm if your session disconnected while you were entering data in the company file?
Do you have a recent backup of the company file?
Also, is it possible that another file with the same name was used to make those missing entries?

Thank you!

Regards

Tanvi

Julie C

I shared our company file with my accountant yesterday, the last backup was 5/11 for the file I shared.

Tanvi_kataria

Thank you @Julie C

Did you share the company file (QBW) or the backup file with your accountant?

Julie C

Thanks @Tanvi_kataria, I believe it was the backup

Tanvi_kataria

Thanks @Julie C, sending you DM to check on few more things.

Zappy

I sincerely hope you have a backup

Kevin

Jason_Z

Hi @Julie C,

I’m sure you’ve already checked, but just to be sure, I would just double check again that you have opened the correct file, or make sure you have not been entering data an older copy of the file.

A lot of the times, I find that one of these can be the case.

If not, Tanvi would be able to investigate this for you.

Julie C

Thanks @Jason_Z

I only have the 1 company file. Both my accountant and I can see wages payments in the bank register yesterday afternoon, no other transactions that I have done are there.

I have message Tanvi, waiting on a reply, possibly looking into this for me.

Kris_Williams

I prefer to send the accountant a backup rather than share the file, and they can restore to their account. Never been happy letting accountants use my file and make changes

Zappy

You can send an Accountants copy @Kris_Williams and incorporate the changes when it is finished

Kris_Williams

Yes but I prefer to do the journals myself

Bruce

I’m with @Kris_Williams , entering the journals myself gives me a better understanding of what the accountant is doing

Reckon Accounts Hosted Announcements & Important Info

Check out the latest important info & announcements for Reckon Accounts Hosted

Button

View all Reckon software categories 🗃️

Each Reckon software has its own dedicated category on the Community. Click below to browse all categories.

Explore all categories