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Locked out of QB until I resubscribe, I need other options.

Forum|Forum|2 years ago
October 28, 2023
3 replies
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I was subscribed to Plus a couple of years ago and the subscription ended last year. It appears I had a grace period to continue using the software although I didn't know it. I thought I could simply unsubscribe and use the desktop version without any online features, but clearly I was wrong. Now I'm locked out of my account with the last backup file being created in January of this year. I'm a small business (more of a micro business) so it wouldn't take long to re-add invoices if I needed to.

My question.... I subscribed to Simple Start thinking that would give me access again, but was wrong again. However, can I migrate my business to Simple Start and pick up where I left off? I'm not thrilled with losing desktop, I prefer total privacy and independence. I can't spend the $600+ annually for Plus, this would eat too much of my profits. I need a cheap option. Honestly, if I could access the desktop software long enough to back it all up, I'd import that into my 2018 desktop software. I don't need latest and greatest or any bells and whistles. If that's an option, then that's plan A. I'd appreciate input!

QuickBooks Desktop

Best answer by Fiat Lux - ASIA

Once I do the free trial, will I be able to backup and import my company into the Simple Start online?

You can install the trial version of QB Desktop 2022 to open your company file and convert it to QBO. You can also use the trial version to access your historical data for good if required.

Adrian_A

Hello forestqueen,

I'm here to answer your query about the QuickBooks subscription.

The moment you unsubscribe to QuickBooks Online (QBO), you have read-only access to the account for a whole year. Beyond that, you can no longer access it.

Moreover, yes, you can continue working on the Simple Start version and bring in your QuickBooks Desktop (QBDT) data. Since your QBDT is 2018, you can move your data to QuickBooks Online with an online tool.

Furthermore, I've added these articles that have detailed information on what you should do after migrating to QBO:

Keep me posted whenever you have concerns about migrating your data.

F

forestqueenAuthor

I have Quickbooks 2022 currently, but can't open it to export files because I'm locked out. Can I import from there to the Simple online?

2nd question... can I reinstall 2018 and use it instead of online? I'd like to export everything from 2022 to the 2018 software.

DHeraV

Hello there, @forestqueen. Let me join this thread and provide you with some insights about your QuickBooks queries.

I know some steps you can perform that can help you retrieve your QuickBooks Desktop (QBDT) data and import it into QuickBooks Online (QBO).

Before anything else, make sure that:

Your chart of accounts balances are up to date and accurate.
Your balance sheet with your latest tax return.
Reconcile your bank and credit statements.
Pay any outstanding invoices.
Finish any outstanding payroll runs or payroll tax payments.

Let me walk you through the steps for a seamless process:

Step 1: Open the online tool.

Select the link for your QuickBooks version:
a. QuickBooks Pro/Premier
b. QuickBooks Enterprise
c. QuickBooks for Mac

i. Convert your QuickBooks for Mac file to QuickBooks for Windows before you use the tool.
Select Get Started, then sign in with your Intuit Account.

Step 2: Upload your company file.

Follow these steps to upload your company file.

Select Select File then browse to the supported QuickBooks Desktop file you want to move.
Note: You can only upload one file at a time.
Select Open to upload the file.
a. Alternatively, you can drag and drop your QuickBooks Desktop file to upload it.
Once your file is uploaded, we’ll auto-update it to the latest version of QuickBooks Desktop. Next, you'll see an option to move to QuickBooks Online.
Next, you'll see an option to move to QuickBooks Online.
Follow the on-screen instructions to guide you through the move to QuickBooks Online.
If your books fail to update to QuickBooks Desktop or move to QuickBooks Online, contact customer support.

For detailed information, kindly visit: Move your books to QuickBooks Online with an online tool.

Furthermore, I understand the convenience of using QBDT 2018 and importing files from QBDT 2022. However, it is not possible to open higher-version files in a lower version of QuickBooks.

Additionally, you may also want to explore this link to watch step-by-step videos to learn your way around QuickBooks: How-to-videos in QuickBooks Online.

Feel free to leave a comment below if you require further assistance or have any additional QuickBooks queries. I'll be sure to get back to you with the necessary help.