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sealerking07
March 23, 2022
Question

If I downgrade from any subscription level, can I still keep all the data I created w/ a feature that was only avail. in the higher paid version previously on?

  • March 23, 2022
  • 3 replies
  • 0 views
I looked through post and seen somewhat similar but they were always given basically a lawyer style answer, there was no real direct yes or no. It shouldnt matter what subscription level one was on. The question is very direct will data created with specific "features" from a higher paid version be deleted once you downgrade to subs. that does not have those features ? YES OR NO? Please. It is obvious and goes with out saying, one will of course not have access to the premium features they left when down grading. But thats not the question. The question is will previous data created while on that paid account stay that way even after downgrade? Cuz its my data and I paid for it when I created it, so I dont get why it would suddenly go away when I paid for it already. If I wanted to edit it after the fact ok sure....dont allow it but other than that its just down right wrong. No one else in industry does this...ie Freshbooks. Finally please dont even waste typing., if you are not going answer direct and specific...its a yes or no.

    3 replies

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    March 23, 2022

    Technically, your data will remain after you downgrade the plan. That is why you may not be allowed to downgrade your plan for certain conditions (eg multi currency). What is your existing plan and which plan do you need to downgrade? We can share a workaround to explore.

    S
    sealerking07Author
    March 23, 2022

    It really shouldn't matter Im purposely trying to stay broad because it should be a general yes or no blanket answer for anytime one creates data using a certain subscription level then changes. Does that data they created stay or get deleted once they downgrade to lower subscription? I dont get what is confusing about the question. If you want an example....say you make an estimates or invoices and added a custom field then down graded. When you open those estimates and invoices you previously made when you were one a higher paid subscription will that old info still be there? Yes or No.

     

    Again everyone get you wont be able use any features from the previous higher subs. for new stuff going forward form the time you down grade so dont even mention about that. That is obvious and again not what Im asking.

    JessT
    JessT
    March 23, 2022

     Hi sealerking07,

     

    The answer is No. Your transactions will be kept, including the items, the custom fields and their information, etc. You can even edit the details, but the field won't be available in future transactions.

     

    Basically, the features you used in transactions will be retained in those transactions.

     

    Hope this satisfies your concern. Do you have any other questions?

    MJoy_D
    MJoy_D
    March 23, 2022

    I can share some information about what happens to your data after downgrading your current subscription, @sealerking07.

     

    If you downgrade your subscription, some data will be kept and other information will be inactive. Just like having inventory items and wanting to switch to QuickBooks Online Simple Start or Essentials, you'll have to deactivate your inventory. This will reset your inventory items to 0. Your inventory items are now inactive and won't show up on your Product and Services list anymore.

     

    You can also export your reports and lists into an excel file to have a copy of it. You can refer to this article for the details on how to do so: Export reports, lists, and more .

     

    Check this article for more information about the available features on each plan and the data that you'll need to turn off, remove, and deactivate to downgrade the subscription easily: Upgrade or downgrade your QuickBooks Online subscription.

     

    Here's also an article that tells you more about your subscription: QuickBooks Online subscription rate .

     

    I'm always here if you still have questions about your data. Let me know in the Reply section below. Have a great rest of the day!

    S
    sealerking07Author
    March 23, 2022

    This is exactly what Im talking about. You did not answer my question

      AldritchM
      AldritchM
      January 13, 2024

      Hi there, @ValkyrieAnne.

       

      Yes, you can still see the class in the transactions. But when you upgrade from a lower version to Plus, the class names in the Class list won't automatically update. You'll need to add the class names back and re-associate them with the transactions manually.

       

      Additionally, I'd like to leave this article for you to manage your QuickBooks plan to add more or have fewer accounting features: Upgrade or downgrade your QuickBooks Online edition.

       

      If you have more questions managing your QuickBooks Online data, don't forget to click the reply button. I'm always around to help!

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