Company File Data Missing

Julie C
Julie C Member Posts: 97 Reckoner Reckoner
in Accounts Hosted

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
    Tanvi_kataria Reckon Staff Posts: 549 Reckon Staff Reckon Staff

    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

    image.png
  • Julie C
    Julie C Member Posts: 97 Reckoner Reckoner

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

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 549 Reckon Staff Reckon Staff

    Thank you @Julie C

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

    image.png
  • Julie C
    Julie C Member Posts: 97 Reckoner Reckoner

    Thanks @Tanvi_kataria, I believe it was the backup

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 549 Reckon Staff Reckon Staff

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

    image.png
  • Zappy
    Zappy Accredited Partner Posts: 5,234 Accredited Partner Accredited Partner

    I sincerely hope you have a backup

    Kevin

  • Jason_Z
    Jason_Z Reckon Staff Posts: 291 Reckon Staff Reckon Staff

    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.

    Jason - Community Signature.png
  • Julie C
    Julie C Member Posts: 97 Reckoner Reckoner

    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
    Kris_Williams Member Posts: 4,237 Reckon Hall of Famer Reckon Hall of Famer

    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
    Zappy Accredited Partner Posts: 5,234 Accredited Partner Accredited Partner

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

  • Kris_Williams
    Kris_Williams Member Posts: 4,237 Reckon Hall of Famer Reckon Hall of Famer

    Yes but I prefer to do the journals myself

  • Bruce
    Bruce Member Posts: 444 Professional Partner Professional Partner
    edited November 14

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

Categories