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S
sales193
December 21, 2023
Question

Are we still able to add Products/ Services and Qty on Hand on the Simple Start or Essential plans?

  • December 21, 2023
  • 1 reply
  • 0 views
Hi,

We’re considering downgrading our account but want to check and make sure that we won’t lose any necessary functionality in doing so and whether we perhaps need to stay on our current plan.

Primarily we use QuickBooks for creating invoices for our customers and keeping track of our inventory and quantities on hand. I see that ‘Track your inventory’ is listed as a function that will be lost if we downgrade so I suspect we may need to stay on our Plus plan, however I just wanted to confirm my understanding.

Am I correct in thinking that if we downgrade to the Essentials or Simple Start plans we will no longer be able to add Products/ Services and quantities whatsoever? If anyone could clarify exactly to what extent this may be affected by the downgrade it would be greatly appreciated.

1 reply

M
mazar
December 21, 2023

Hello,

 

If you want to track actual quantities on hand of items you sell, this is indeed a feature in QBO Plus and Advanced only.

 

If you downgrade to SimpleStart or Essentials, you will still have items you can sell but you'll loose the ability to track the physical item QTY on hand.

A
AnneMariee
December 21, 2023

You're right, @sales193. Let me add to what @mazar has mentioned about inventory tracking in QuickBooks.

 

The ability to track inventory is only available for the Plus and Advanced plans. However, you can still add products and services in the Simple Start and Essential plans. When you downgrade from your QuickBooks Plus subscription, your inventory items' quantities reset to zero. The items will stay in QuickBooks, but you won't track the quantity on hand anymore.

 

For more information on what happens when upgrading and downgrading your QuickBooks, check out this article: Upgrade or downgrade your QuickBooks Online edition.

 

You may want to customize reports so they show specific information about your products and services. Here's an article to guide you on how: Customize reports in QuickBooks Online.

 

Please feel free to reply to this post if you have any other questions about inventory tracking in QuickBooks Online. I'm happy to help out.

S
sales193Author
December 21, 2023

Hi, thanks very much for coming back to me so quickly!

 

So just to confirm, if we downgrade the plan our existing items will remain and we can still add new ones, but all qtys will be set to 0 and we can't adjust these? Would we still be able to create invoices containing these items, and if so what would this do to the quantity on hand? Would it go into negative numbers or simply stay at 0 regardless of what we do?

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