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March 18, 2024
Question

Can you transfer a QB account to a Techsoup QB account?

  • March 18, 2024
  • 3 replies
  • 0 views
The QB Advanced account already had data migrated and now won't let me set up TechSoup?

3 replies

March 18, 2024

Hello there, krvfco. Let me share some details about migrating your QuickBooks Online (QBO) Advance account to TechSoup.

 

A direct transfer of your QBO account to TechSoup QBO account is not possible within the program. However, I suggest exploring a migrating tool to assist with the transfer.

 

Alternatively, you can export your QBO lists and import them to TechSoup. This way, you can easily proceed with the setup using the data from your QBO account.

 

Additionally, you can refer to this article on personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you need further assistance in migrating your QBO files to TechSoup, please let me know. I'll be happy to help you in any way I can.

March 22, 2024

@JanbonN I'm a bit confused about your response "A direct transfer of your QBO account to TechSoup QBO account is not possible. However, I suggest exploring a migrating tool to assist with the transfer."

 

Our non-profit recently received the TechSoup QBO Plus subscription, and in the activation email, it states:

Step One: Activate Your Subscription

  1. Go to the account setup page by clicking the activation link below.  (Link removed)
  2. If you already have a QuickBooks Online subscription and want to copy your company to your new subscription, click the link to sign in to your existing account. Otherwise, fill in the form to create a new account.

 

However, when I click on the link, login, and select the organization, I receive the following error: (screen shot below)

https://app.screencast.com/IVPszqPH4tzmB?tab=Details&conversation=96K6maglPJKqCKnAJAwAiW

(I couldn't upload the photo b/c I don't know what is wrong with your system)

The error says: 

You can't add QuickBooks Online Plus to Upturn Arts with your existing subscription. Try another company or contact customer support for help.

 

Finally, the email message states that if you create a new company, you'll need to copy info from the old subscription to the new one, but only if the original subscription is QBO Advanced!

Copy a Company from an Existing Subscription

To copy your company from an existing QuickBooks Online subscription to your new donated subscription under the same account, follow these instructions after you've completed the above steps.

Please note that copying a company from an existing subscription is only available if your original subscription level is QuickBooks Online Advanced. Otherwise, you'll need to upgrade your subscription before you follow these instructions.

  1. Sign in to your QuickBooks Online account.
  2. Switch to your old company that has a QuickBooks Online Advanced subscription.
  3. Follow Intuit's instructions beginning at Step 2 to enable backups and copy the old company data to the new company you created when setting up your donated subscription.
  4. Cancel the QuickBooks Online Advanced subscription for your old company.

 

Needless to say, this is all very convoluted and confusing.  Can you provide any clarity on the path I need to take to move our current QBO Plus paid subscription to the TechSoup QBO Plus subscription?

 

Thanks in advance for your suggestions.

 

 

 

March 22, 2024

Hello there, jerlenaz.

 

Let me add details regarding moving the QuickBooks Online (QBO) account to TechSoup.

 

Based on your given information, you need to have QuickBooks Online Advance before you can copy an existing subscription. Hence, this might explain why you're unable to add your company. To get this resolved, you might need to upgrade your subscription or move your lists manually.

 

On the other hand, consider reviewing this material to manage your QBO account to ensure it fits your organization's needs: Configure an account for a nonprofit organization.

 

Keep us posted in this thread if you have additional questions when moving your data or other related concerns in QuickBooks Online. We're here to lend a hand.

March 19, 2024

@krvfco@gmail.com 

As I know, the special price from TechSoup is only valid for 1 year. You can purchase a 3rd party service to migrate your data if required.

January 14, 2025

You can renew at the Techsoup price ever year, as long as they have the product. 

January 7, 2025

i'm having same issue with new techsoup subscription purchased, and unable to log in to account online - any assistance to resolve would be greatly appreciated! 

phone number is user id - thanks!

 

MorganB
January 7, 2025

Thanks for joining this thread, 5084799672.

 

I want to make sure you're able to log in to your QuickBooks Online account.

 

In this instance I recommend reaching out to live support at 800-4INTUIT to connect with an expert. The following article provides additional info about recovering your Intuit Account if you can’t sign in. Once you're connected with an agent they'll also be able to assist you with transferring your QuickBooks account.

 

Please don't hesitate to reach back out if you have any other questions. I'll be here to help in any way that I can.