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cgratton
Level 1

What data is lost if I downgrade from Essentials to Simple Start (I haven't used any of the extra features of Essentials)?

I want to downgrade mid-financial-year but don't want to lose/re-enter all the basic information already in the account.

1 REPLY 1
MoiraskyeT
QuickBooks Team

What data is lost if I downgrade from Essentials to Simple Start (I haven't used any of the extra features of Essentials)?

Hi there, @cgratton.

 

When you downgrade your subscription from Essentials to Simple Start, you will retain your core historical data, including bank transactions, invoices, and customer lists.

 

Since you have not used the additional features of Essentials, your current workflows will remain unaffected.

 

For any additional concerns related to your QuickBooks Online (QBO) account, please reply to this post.

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