Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? 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 started with the free trial then I subscribed to simple start. When I login, my company is listed twice. How do I transfer the info from the plus trial to simple start?

I didn't use any of the additional plus features
Solved
Best answer November 23, 2020

Best Answers
QuickBooks Team

I started with the free trial then I subscribed to simple start. When I login, my company is listed twice. How do I transfer the info from the plus trial to simple start?

Hi there, @userwrittenwords.

 

It will show as a separate company when you've subscribed to two different plans in QuickBooks Online. To transfer the data from Plus to Simple Start, you can export the data from Plus and then import it to Simple Start.

 

To do this, go to the Gear icon and then select Export data from Plus.

 

To import the data in Simple Start, from the Gear icon, select Import data to save the lists and transactions. To switch between the two companies, click the Gear icon and then select Switch company.

 

Before doing so, make sure that you made some changes in Excel by following the rules in QuickBooks Online for the import process. 

 

Also, you can enter other information manually, like the type of company you own, contact info, and addresses.

 

For moving your chart of accounts, customers, vendors, products, and services, you can reference this article: Move your lists to QuickBooks Online. It includes a list of sample files that serve as your guide on how to arrange the headers on columns in Excel.

 

For more details in importing invoices, you can check this article: Import multiple invoices at once.

 

You can also upload other transactions into QuickBooks Online from your bank or credit card account.

 

Count me in if you have additional questions. I'm here to help you anytime. Take care, and have a great day!

View solution in original post

2 Comments
QuickBooks Team

I started with the free trial then I subscribed to simple start. When I login, my company is listed twice. How do I transfer the info from the plus trial to simple start?

Hi there, @userwrittenwords.

 

It will show as a separate company when you've subscribed to two different plans in QuickBooks Online. To transfer the data from Plus to Simple Start, you can export the data from Plus and then import it to Simple Start.

 

To do this, go to the Gear icon and then select Export data from Plus.

 

To import the data in Simple Start, from the Gear icon, select Import data to save the lists and transactions. To switch between the two companies, click the Gear icon and then select Switch company.

 

Before doing so, make sure that you made some changes in Excel by following the rules in QuickBooks Online for the import process. 

 

Also, you can enter other information manually, like the type of company you own, contact info, and addresses.

 

For moving your chart of accounts, customers, vendors, products, and services, you can reference this article: Move your lists to QuickBooks Online. It includes a list of sample files that serve as your guide on how to arrange the headers on columns in Excel.

 

For more details in importing invoices, you can check this article: Import multiple invoices at once.

 

You can also upload other transactions into QuickBooks Online from your bank or credit card account.

 

Count me in if you have additional questions. I'm here to help you anytime. Take care, and have a great day!

View solution in original post

Level 1

I started with the free trial then I subscribed to simple start. When I login, my company is listed twice. How do I transfer the info from the plus trial to simple start?

Thank you! 

Need to get in touch?

Contact us