My Plus version trial has ended, is there any way to transfer my records over to an Essentials version?

Hello, @joneshvacservice.

At this time, you can transfer the data manually. You can export the data from your QuickBooks Online (QBO) Plus trial version, then import it to your QBO Essentials.

To export the data:

1. On your QuickBooks account, go to the Gear icon.
2. Select which data you'd like to export.
3. Click on the Export to Excel button.

To import the data:

1. Log in to the new account, then click on the Gear icon at the upper right.
2. Under Tools, choose Import Data.
3. Select the type of data that you'd like to import.
4. Click Browse to select a file to be imported.
5. Click on the Next button until finished.

For additional reference about importing and exporting data, you can read these articles: 

• Export Data out of QuickBooks Online​
• Common questions about importing data to QuickBooks Online

Please know that the Essentials version doesn't have the inventory feature. That being said, you won't be able to import your inventory from QBO Plus. For more information about the QBO plans and pricing, check out these articles: QBO Plan and Pricing.

Add a comment below if you have any other questions. I'm more than happy to help. Have a good day!

I'm getting an error when trying to export and i also do not see any option to export my invoices. Luckily its a new year but that seems extremely inconvenient. It's unfortunate that there is no option to choose your version when the trial end. Feels like i got cheated into buying a more expensive non discounted package to save myself all the work I put in during those 30 days. Really wishing I didn't do the trial version. Hopefully there's a solution

Thanks for getting back to us, @joneshvacservice.

The ability to downgrade a QuickBooks Online (QBO) Plus version to Essentials is only available if the trial is not yet ended. Also, you can only export reports, lists, non-posting transactions, and attachments. The option to include invoices is currently unavailable.

To ensure that I'm on the same page, may I know if you've already subscribed to the Essentials version of QBO? If so, you need to manually enter the invoices as a workaround.

If not, you can continue signing up with the Plus and downgrade to Essentials after. This will retail all your data instead of doing the export/import process.

If you choose the second option, I highly suggest contacting our Phone Suppor team to verify and discuss if they can process a prorated refund for you. Here's how to reach them:

1. In QBO, click the Help (question mark) icon at the top right.
2. Select Contact Us at the bottom to connect with our live support,

Just in case, I'll add this article for future reference:

• Common questions about importing data to QuickBooks Online.
• Export reports, lists, and more.

I want to make sure everything is taken care of for you, so please let me know if you have any other concerns. I'm always happy to help. Have an amazing rest of the day!

@joneshvacservice 

Explore this backup tool to copy your data between QBO accounts

https://www.chronobooks.com#_r_chrono

Once you are ready to proceed, open a new QBO account

https://quickbooks.grsm.io/US

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

Good luck!