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graham-linney
Level 1

We now have Essentials and want to upgrade to PLUS. BUT need to ensure not to lose: Transaction history Nominal Code setup Customized Reports Custom info Can you confirm?

 
2 REPLIES 2
John C
QuickBooks Team

We now have Essentials and want to upgrade to PLUS. BUT need to ensure not to lose: Transaction history Nominal Code setup Customized Reports Custom info Can you confirm?


Hi graham-linney

 

When you upgrade you are introducing new options to the existing product. Anything you have already created/set up such as transactions, nominal codes and customised reports will remain.

Anonymous
Not applicable

We now have Essentials and want to upgrade to PLUS. BUT need to ensure not to lose: Transaction history Nominal Code setup Customized Reports Custom info Can you confirm?

hi @graham-linney ,

Utililize the trial period of a 3rd party backup tool for your insurance prior upgrading the plan.

https://www.chronobooks.com#_r_chrono

 

Just my 2 cents.

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