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bvaez
February 16, 2020
Question

Hi All - I have had quickbooks online for 8 years at least and like to downgrade my membership. Can my invoices from past transfer?

  • February 16, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

J
JamesM
February 17, 2020

Hi there, 

 

I see you've been with us for a long time and I appreciate your loyalty! I'd be happy to steer you in the right direction with downgrading your membership. 

 

If you're referring to downgrading your subscription plan, here's how:

  1. Log into QuickBooks Online.
  2. Go to the Gear icon, then select Account ans Settings.
  3. Choose the Billing and Subscription tab.
  4. Click Downgrade next to your subscription plan details.

If the Downgrade link is unavailable on the Billing and Subscription tab, you can contact our support team using this link here. 

 

If you have other questions, feel free to leave a comment below, I'll be happy to help. 

 

B
bvaezAuthor
February 27, 2020

Hi there

unfortunately you haven’t actually answered my question.

 

if I chose to downgrade my plan what actually happens to all my invoices and data from the past Yrs?

 

does this data get transferred to a lower version subscription? so I can always see my past history (ie client invoices of 2012, 2014 etc) or

if I will loose my data how can I export all my invoices since I’ve been a member. I’d like to save all my transactions somewhere before they are lost. 

L
LauraAB
February 27, 2020

Hello bvaez,

 

Welcome back. I can appreciate following up on this thread. I want to make sure you have all the information you need moving forward when it comes to downgrading and what data is in your account.

 

Having access to your past records is essential, and I'm happy to report that in downgrading your account, you will retain all the data that you previously entered. Depending on what features you were using and whether they're available in the lower QuickBooks Online package, the way you see and access that data may be changed slightly, but you won't be starting fresh in a brand new account.

 

When you downgrade, the program will show you what, if any, features are going to be turned off and how it will affect the transactions created using those features. The following article also outlines other important details about downgrading, so I recommend taking a moment to read it over: Downgrade your QuickBooks Online plan

 

Give me a shout if you have more questions!

B
bvaezAuthor
March 4, 2020

Thanks for your re-assurance that as a Canadian online customer I will *NOT* lose my past invoice data if I downgrade to the self employment account.

Now I tried to follow the directions you've shared however, I have no ability to select or even see billing on my account settings page. 

 

Could you kindly process the downgrade for me or let me know what else is required to enable it on my end. 

 

Thanks,

Bailey

Fiat Lux - ASIA
Fiat Lux - ASIA
March 4, 2020

@bvaez 

EasyStart is the lowest plan in QB Online. QB SE is a diifferent product and no migration path yet. You have to open a NEW QBSE account.

https://quickbooks.grsm.io/Canada

 

Hope it clarifies.

B
bvaezAuthor
March 4, 2020

If I need the data to be transferred (past Yrs invoices) perhaps easy start is the only way to go forward for now. Is that right? If yes can we move forward with the downgrade? 

thank you

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