Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

I had the free trial of QB online plus and it’s since expired. I want to import that data to the simple start subscription I just started as that’s really all I need.

 
4 Comments
QuickBooks Team

I had the free trial of QB online plus and it’s since expired. I want to import that data to the simple start subscription I just started as that’s really all I need.

I'll guide you in transferring your data, Danimal260.

 

As long you can still sign in to your expired account, we can export your list of customers, vendors, and products and services to Excel. Then, we'll import them to your QBO Simple Start account. By the way, the Simple Start version doesn't offer inventory tracking.

 

Export data:

  1. Click on the Gear icon and choose Export data.
  2. Choose the reports and the lists that you want to export.
  3. Click on Export to Excel.

Import data:

  1. Click on the Gear icon and choose Import data.
  2. Choose the lists that you want to import and follow the on-screen instructions.

As for your transactions, you can download them from your bank account and upload them to QuickBooks via the Banking page. See more info about uploading transactions.

 

Let me know if you have any questions throughout the process. Have a good day!

Level 15

I had the free trial of QB online plus and it’s since expired. I want to import that data to the simple start subscription I just started as that’s really all I need.

@Danimal260 

You have to use a 3rd party app migrating some transaction type to another QBO account.

Level 1

I had the free trial of QB online plus and it’s since expired. I want to import that data to the simple start subscription I just started as that’s really all I need.

@Danimal260   Do you know what that app is? I am trying to figure out this exact same thing.

Level 15

I had the free trial of QB online plus and it’s since expired. I want to import that data to the simple start subscription I just started as that’s really all I need.

@MMKKealie 

You may open a new QBO account

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

then utilize this migration tool

https:// transactionpro.grsm.io/qbo

 

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us