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C
colin laver
February 18, 2024
Question

We're a small church, using QBO Essentials. Just purchased QBO Plus. Will we be able to migration company data from Essentials to Plus.

  • February 18, 2024
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

4
4Gal
February 18, 2024

Login to your QBO Essentials account as the Primary Admin and navigate to Billing and Subscription menu. You can upgrade your plan to Plus and you don't need to purchase a new QBO Plus account to migrate.

A
AdonL
February 18, 2024

It's good to have you here in the Community, Colin. 

I'd be provide insights in transferring your data.

 

Since you are moving your data to a higher subscription, you don't need to migrate; instead, you can take advantage of the extra capabilities available in the higher subscription. After the upgrade, your company's files will undoubtedly be accessible.

 

To upgrade, here's how:

 

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. Go to Settings ⚙ and select Subscriptions and billing.
  3. Make sure your payment info is up to date.
  4. In the QuickBooks Online section, select Upgrade your plan.
  5. Review the available plans and then select Choose plan.
  6. Follow the on-screen steps to upgrade your plan.

 

However, if you want to learn about data migration in QuickBooks Online (QBO), you can check out this link to learn more about common questions about importing data to QuickBooks Online.

 

I also included some helpful resources to productively manage your QBO account.

 

 

Feel free to get back to us anytime whenever you have additional questions about managing data in QBO. We're always around to offer assistance. Keep safe, and have an awesome day ahead.

L
learningbydoing-
March 30, 2024

Can I migrate the data to QBO Plus if my company purchased the subscription through Tech Soup?

J
JamesAndrewM
March 30, 2024

I’ve got you covered in migrating your data to QuickBooks Online Plus. I’ll gladly walk you through the steps and share information that could help you.

 

If you wish to upgrade your QuickBooks Online subscription to utilize additional features, you may refer to this article for the detailed process: Upgrade or downgrade your QuickBooks Online edition.

 

However, if you are migrating from QuickBooks Desktop to QuickBooks Online, ensure you still have the supported version of QBDT. Also, the total targets should not exceed 750,000 for it to be converted to QBO. Keep in mind that there may be differences after you move your data.

 

Then, you may proceed to Step 2. This step will guide you in transferring your QuickBooks Desktop file to QuickBooks Online. Know that you have to determine what specific edition of the product you’re using before moving your file. Once you have identified the edition, you may proceed to Step 3, view the video guidelines to prepare your QBO file: Move your QuickBooks Desktop file to QuickBooks Online.

 

If your QuickBooks is 2020 version or older, you can move your data to QuickBooks Online with an online tool.

 

If you require further assistance with your migration process, I'll be available to help you at all times. Have a great day!

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