We now have Essentials and want to upgrade to PLUS. BUT need to ensure not to lose: Transaction history Nominal Code setup Customized Reports Custom info Can you confirm?

Hi graham-linney

When you upgrade you are introducing new options to the existing product. Anything you have already created/set up such as transactions, nominal codes and customised reports will remain.

hi @graham-linney ,

Utililize the trial period of a 3rd party backup tool for your insurance prior upgrading the plan.

https://www.chronobooks.com#_r_chrono

Just my 2 cents.