
Upgrade from QuickBooks Sole Trader to QuickBooks Online
by Intuit• Updated 2 months ago
Is your business growing rapidly? Congratulations on your success! As your operations expand, you might be looking for a more comprehensive accounting solution. Learn how to seamlessly switch from QuickBooks Sole Trader to QuickBooks Online to better manage your finances and support your business growth.
Things to note before you upgrade
Once you upgrade to QuickBooks, it's not possible to downgrade back to QuickBooks Sole Trader. After upgrading, you'll have flexibility to edit your chart of accounts. However, your chart of accounts will no longer be automatically mapped to your tax form. You'll need to manually map your accounts to your tax form. If you wish to return to QuickBooks Sole Trader, this will require a brand new subscription.
You can only upgrade through the web browser at this time. Make sure to sign out and sign back into the QuickBooks mobile app to see the new experience after upgrading.
Upgrade your subscription
Step 1: Choose a new plan
Check out the available pricing plans to see which subscription level is right for you.
Step 2: Upgrade your subscription
- Sign in to your QuickBooks Sole Trader Account
- Go to Settings
and select Subscriptions and billing.
- Make sure your payment info is up to date.
- In the QuickBooks section, select Upgrade your plan.
- Review the available plans and then select Choose plan.
- Follow the on-screen steps to upgrade your plan.
Visit our Upgrade or downgrade your QuickBooks Online article, for more information on updating your QuickBooks Online product.
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