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joyvalley
August 6, 2022
Question

I set up a company w/ Essentials. I did not like the format and upgraded to QB+. The QB+ upgrade retained the old Essentials format. How do I switch to the QB+ format?

  • August 6, 2022
  • 1 reply
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1 reply

JessT
JessT
August 6, 2022

Hi joyvalley,

 

Thank you for posting your concern about certain formats on your QBO company. Could you be more specific about the format that you're talking about? Also, did you just sign up for QBO Essentials and upgrade to QBO Plus? I'm trying to see if it's better to just sign up for a new QBO Plus instead, depending on the amount of data you have.

J
joyvalleyAuthor
August 6, 2022

Thank you Jess for your quick response. The company I set up on QBO Essentials is [Removed by Moderator] MFV.  I did not like how Essentials organized the chart of accounts, etc. I use QBO Plus for two other business accounts and find it to be much more user-friendly; thus, I upgraded MFV from Essentials to Plus presuming that the upgrade would mirror the Plus format that I currently use for the other companies. After the upgrade, it appears that MFV is still stuck with the Essentials format. How do I switch to the Plus format?

 

Also, every time I log into the MFV account, it opens with the "Get Things Done" flowchart. This page is useless to me and a nuisance every time I open up the account. How do I open the account and go straight to the "Business Overview" page.  

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