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dkway1984
January 9, 2022
Question

Transfer data from QuickBooks online basic to QuickBooks online plus

  • January 9, 2022
  • 2 replies
  • 0 views

Our organization has been using QBO Basic but just upgraded to QBO Plus Non-Profit.  I've transferred Customers, Vendors, and Chart of Accounts.  What is the best way to transfer transactions?  What about Reports?

2 replies

JessT
JessTModerator
Moderator
January 9, 2022

Hi there, dkway1984.

 

Your best bet is to find an app that can transfer your transaction. Just click the Apps menu on the left-hand side to search for one. 

 

You can also download the transactions from your bank and upload them to the new QuickBooks. You can check about manual upload for more details. The reports will be created after doing your transactions.

 

If you have other concerns, feel free to go back to this thread.

D
dkway1984Author
January 9, 2022

Thanks.  I'll have to decide if we just want to go back to January 1 or do all dates.

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
January 9, 2022

You can utilize a migration tool.

https://transactionpro.grsm.io/qbo

 

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
January 9, 2022

@dkway1984 

Did you upgrade your plan to QBO Plus or open a new blank QBO Plus account?

D
dkway1984Author
January 9, 2022

A new plan.  We were using a monthly Basic subscription, and now got an annual Plus through TechSoup.

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