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2 replies

QuickBooks Team
February 2, 2026

Hello there.

 

Yes, all your data, settings, and account history carry over automatically.

 

Please note that before you upgrade, ensure:

 

  • You’re the primary user or company admin. 
  • Your payment info is up to date.

 

To upgrade, please follow these steps:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Go to the Gear icon, then select Subscriptions and billing.
  3. Select View payment history. Please verify that your payment information is current.
  4. After checking, close the page, then select Upgrade your plan.



  5. Review the available plans, then click Choose plan.
  6. To continue upgrading your plan, follow the onscreen instructions.

 

Moreover, did you know that we provide a complimentary session with our QuickBooks Live Expert Assisted service? Our experts excel at making financial management effortless and offer tailored advice, especially in managing your sales.

 

Keep us posted if you need anything else about managing your QBO. We're always here to help you anytime.

QuickBooks Team
February 3, 2026

Hi, there.
 
I wanted to follow up on your concern and see if the solution I provided has resolved your issue. Please let us know if you have any questions.

 

We’re happy to assist you further. Looking forward to hearing from you.