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grantscandling
Level 1

How do you migrate the billing from apple to QuickBooks to enable me to upgrade my client's account? The option to view Payment & Subscriptions isn't available.

 
Solved
Best answer October 07, 2019

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John C
QuickBooks Team

How do you migrate the billing from apple to QuickBooks to enable me to upgrade my client's account? The option to view Payment & Subscriptions isn't available.

Hi grantscandling

 

If you are using our small business products we can do the billing migration for you. Just reply back here and we can get that done.

View solution in original post

5 REPLIES 5
John C
QuickBooks Team

How do you migrate the billing from apple to QuickBooks to enable me to upgrade my client's account? The option to view Payment & Subscriptions isn't available.

Hi grantscandling

 

If you are using our small business products we can do the billing migration for you. Just reply back here and we can get that done.

HealthBrokers
Level 1

How do you migrate the billing from apple to QuickBooks to enable me to upgrade my client's account? The option to view Payment & Subscriptions isn't available.

I've just had this exact conversation with an agent via the built in assistant. I was told by Jae-Anne that the subscrition CANNOT be migrated and that I will need to take out an entirely new subscription and that in doing so I will lose ALL my invoices, but they can keep my transactions.

 

Why are you providing misleading information on these forums?

MarsStephanieL
QuickBooks Team

How do you migrate the billing from apple to QuickBooks to enable me to upgrade my client's account? The option to view Payment & Subscriptions isn't available.

Hello there, HealthBrokers.

 

Since migration will affect your invoices, I suggest saving a copy of them on a PDF or have soft copies that will serve as your back-up file. After migration, you can bring back your invoices. Here's how to make a back-up file for your invoice.

 

  1. In your QuickBooks company, go to the Hamburger icon.
  2. Select the Sales menu and choose Invoices.
  3. Click on the box below the Batch actions.
  4. Select the Batch actions button and choose Print invoices. (I attached a screenshot below for your reference.)

 

uk invoices.jpg

 

Also, to avoid having missing invoice imported after migration, you can get a copy of your Open invoices through Reports menu. Here's how to do that:

 

  1. Go to the Hamburger icon and select the Reports menu.
  2. Enter n the search box, "Open invoices".
  3. Customize what you wanted to see in your Report by clicking the Customise button.
  4. Verify the details and click Run report.
  5. You can either print it or save it as .pdf file by clicking the Export button on the top right corner of the section.

 

I added screenshots for your additional reference.

 

report uk.jpg

 

Let me know if you need further assistance. I'm ready to help. Take care.

Edwin Garcia
Level 1

How do you migrate the billing from apple to QuickBooks to enable me to upgrade my client's account? The option to view Payment & Subscriptions isn't available.

Hi, I need help with this exact same thing. I need to migrate my billing from Apple to Quickbooks because I need to upgrade my account. 

ChristieAnn
QuickBooks Team

How do you migrate the billing from apple to QuickBooks to enable me to upgrade my client's account? The option to view Payment & Subscriptions isn't available.

Hi there, Edwin.

 

Welcome to the QuickBooks Community. I'll be sharing details on how billing from a QuickBooks subscription works. Then, ensure you'll be routed to the right support to assist you in migrating your payment information to QuickBooks.

 

Managing billing information depends on where you bought your subscription. Since your subscription is from Apple, I suggest contacting their support team. They have the tools to pull up your account in a secure environment and the equipment to transfer your billing over from the Apple App Store to QuickBooks. 

 

Once the transfer is completed, you’ll receive an email confirming the transfer. Then, you'll now have to cancel your subscription to Apple to ensure you'll not be billed from them.

 

Additionally, you can also reach our QuickBooks Support Team after the transfer is finished. They can provide detailed information on how to properly set up your billing info so you can pay your monthly subscription smoothly.

 

Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Click the Help (?) icon. Then, enter the topic you need help with in QB Assistant.
  3. Click Contact Us to connect with a live support agent.

 

Lastly, you may refer to this article to see steps on how you can upgrade your QBO to add more accounting features: Upgrade or downgrade your QuickBooks Online subscription.

 

Feel at ease to get back to this thread if you have other questions about handling your billing and subscriptions. I'm always here to help, Edwin. Have a nice day!

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