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R
redoaklandscape
January 14, 2022
Question

Issue with several unused companies in my account - Would like trial and discount info applied to the correct company

  • January 14, 2022
  • 1 reply
  • 0 views

Hello, 

 

I've had a nightmare of an experience exporting my company info from QB desktop to QB Online. I created an account for a trial period in QBO plus had a discounted promo code. When I went to export my QB desktop info into QBO online it ended up creating an additional company without any trial period or discount, and the port over had errors and failed. 

Due to the export errors I had to create an additional new company, which the port from QB desktop to QBO finally succeeded. The issue is I now have 3 separate company files in my account. I want to know how to have my trial and discounts applied to the correct company file, the one where the port in process actually succeeded. 

I've tried calling and chatting with QB customer service people a few times and they are clueless. The QB desktop team tells me to call the QBO team. The QBO online team tells me to call the QB desktop team. Not a single customer service rep can get me any type of clear answer how or if this possible. 

I want 2 of the QB online companies cancelled, but I would like my trial period and discounts applied to the QBO online account where my export actually succeeded. Is that possible or not possible?

1 reply

G
GebelAlainaM
January 14, 2022

Sending good vibes to you, @redoaklandscape. I understand how important it is to you to get this issue resolve. I'm here to assist you and make sure you're only paying for what you need.

If you haven't made any transactions with the new account or have chosen not to use it, cancel it to keep the old one.

Here's how:
 

  1. Open the account you wish to cancel.
  2. Click the Gear icon at the top to choose Account and settings under Your Company.
  3. Tap the Billing & Subscription menu on the left panel to view your subscription details.
  4. From there, click the Cancel subscription link.
  5. Follow the on-screen instructions to complete the cancellation process.
     

You also check out this article for the detailed steps: Cancel your QuickBooks Online subscription or trial. It also includes steps to cancel in case you bought your subscription from a mobile app store.

Feel free to visit our QuickBooks Online Help page if you need any useful resources that you can bookmark for future use.

Simply click the Reply button if you have any additional information or if you need further assistance on how to import transactions into QuickBooks Online. I'll get back to you as soon as possible. Take good care of yourself!

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