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rahmatullah-inar
Level 1

Can I change my existing QBO advanced UK subscription to the US version without any impact on my data? I don't use any taxes/regions specific features.

Can I change my existing QBO advanced UK subscription to the US version without any impact on my data? I don't use any taxes/regions specific features.

Every day I work with workflows and Excel Spreadsheet sync option, I find out issues. In nutshell, I cannot use the Excel sync option at all in the UK version.
4 REPLIES 4
MAnneJ
QuickBooks Team

Can I change my existing QBO advanced UK subscription to the US version without any impact on my data? I don't use any taxes/regions specific features.

Let me provide additional details as changing the region to your QBO UK version isn't our best option, Rahma.

 

Data may need adjustments due to currency or other variations between the regions.

 

Let's ensure that both QuickBooks and Excel are fully updated, as outdated software can cause compatibility problems. Once confirmed, I suggest opening your QBO in a private window. That way, we can confirm if this is a browser-related issue. Then, you can sync your QBO to your Excel.

 

To save you time, you can use either of these shortcut keys:

 

  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

 

If it works fine from there, switch back to your regular browser and clear its cache. If the issue persists, try using other supported browsers to narrow down the cause.

 

Additionally, you might want to learn how to run basic reports in QuickBooks Online. 

 

I'm here to assist you in any way I can if you have additional questions about exporting your data in Excel. Have a good one. 

rahmatullah-inar
Level 1

Can I change my existing QBO advanced UK subscription to the US version without any impact on my data? I don't use any taxes/regions specific features.

Thank you for the response!

Actually, it is not my browser issue as I tried in private window mode too. Additionally, I am unsure which which version of Excel is more compatible with spreadsheet sync?

When I create bulk POs through Excel sync, I cannot find a column where I can choose category for an expenses so it seems more like a software development issue

I am stuck with my client extensive data to post through PO in Spreadsheet Sync which is not working at moment  

Chrea
Level 4

Can I change my existing QBO advanced UK subscription to the US version without any impact on my data? I don't use any taxes/regions specific features.

@rahmatullah-inar 

You can purchase a 3rd party service to convert data from UK version to US version if required.

Rea_M
Moderator

Can I change my existing QBO advanced UK subscription to the US version without any impact on my data? I don't use any taxes/regions specific features.

Thanks for your prompt response, rahmatullah. I'll provide further details about the compatibility between Excel and Spreadsheet Sync so you can manage your POs and other financial data accordingly.

 

You need an Office 365 version of Excel to use Spreadsheet Sync. While there isn't a dedicated column for expense categories when creating bulk POs with Excel sync, you'll need to manually categorise them in QuickBooks Online (QBO) after you import your data.

 

For more information about Spreadsheet Sync, please see this article: Get started with Spreadsheet Sync for QuickBooks Online Advanced and Accountant.

 

Additionally, you can create and edit budgets with Spreadsheet Sync. If you wish to know more about this, you can check out this article: Budgets in Spreadsheet Sync for QuickBooks Online Advanced.

 

You can always let me know in the comments if you have any other concerns about syncing data in QBO. We in the Community will get you covered.

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