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rhbronstein
Level 2

Changing Subscription from Essential to TechSoup Not-For Profit Subsidized

  • We are a very small Not-for-Profit (NFP) and we use QBO Essential
  • TechSoup offers NFPs significantly reduced pricing on software
  • I bought TechSoup (TS) QuickBooks Online Plus subscription for $75/yr.  I assumed (BAD IDEA) I could apply it to our account.  Received TS license and found it would only create a new account.
  • I called QBP support who said TS must fix it.  30 minutes wait to get through.
  • I called TS and they said only QBO could fix it.  Another 30 minutes wait to get through.
  • I called QBO and was a bit more insistent.  Another 30 minutes wait to get through.  QBO Support transferred me and found the only way to do this was to export the data and reimport it to the new account. 1.5 hours later I was told the only way to export / import was to upgrade both account to QBO Advanced, which they did, but said they would reimburse us for the extra when done with this process.  They upgraded both accounts and changed the old account to MONTHLY BILLING at $75/mo.
  • BUT to do the transfer, I had to call QBO Premium Support Team for them to walk me through it.  Another 30 minutes wait to get through.
  • QBO PST - Sure you can do it, BUT you must use Quickbooks Desktop as am intermediary, which I have a copy of.  While on hold I read the 5 page procedures they directed me to and found TRANSACTION DATA CAN ONLY BE TRANSFERRED ON A WINDOWS COMPUTER WITH INTERNET EXPLORER.  Knowing Mac is sometimes and issue, I had informed EVERY support person I spoke with that I was on a Mac.
  • SO, now I cannot do what I wanted and have to go back to QBO support to have them undo the upgrade and switch back to annual billing at $348/year.
  • ANY SUGGESTION?
6 Comments 6
Fiat Lux - ASIA
Level 15

Changing Subscription from Essential to TechSoup Not-For Profit Subsidized

As far as I know, it won't be easy to migrate data between a regular QBO account and a TS QBO account. You may have 3 options:

1. Utilize a migration tool. Need small cost but also need time and effort to complete.

https:// transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party migration service. Starts from $750

 

3. Utilize a QB Desktop file as a stepping stone. Need a small cost to none but we don't recommend it due to some limitations. If you prefer to try this route, we may help to convert the file to be open on QBD Mac 2019 or later. This option is not applicable when the multi currency is enabled.

Descendant
Level 1

Changing Subscription from Essential to TechSoup Not-For Profit Subsidized

This is my issue!  I need to switch from QB Essential to the TechSoup subscription.  I would rather just start over!!!!   Thank you for posting.

 

QB quality has gone down due to their lack of customer service and reduction of phone use.  It was so much easier to accomplish a small task.  (RETURN TO PHONE US...PLEASE)

 

kdiver
Level 1

Changing Subscription from Essential to TechSoup Not-For Profit Subsidized

Any update on how to easily export/import a QBO subscription?  I regularly point all my non-profit clients to TechSoup since QBO's price has skyrocketed so outrageously over the last few years and their tech support has disappointingly decreased.  

 

Before the process was to export to QB desktop and then upload to TechSoup.

 

Then a couple years ago, that went away and I was forced to export/import using a 3rd party (Rewind, which was super easy and for a small fee).  But that apparently is not available anymore.

 

What is Intuit's latest option for exporting....is it back to the QB Desktop?  

 

I really don't want to call Intuit tech support, the two years I've been very disappointed every time.

Fiat Lux - ASIA
Level 15

Changing Subscription from Essential to TechSoup Not-For Profit Subsidized


@kdiver wrote:

What is Intuit's latest option for exporting....is it back to the QB Desktop?  

 

@kdiver 

Yes. You must convert your data to QBD and convert it again to your new QBO account. You will definitely lose some data due to process limitations. Otherwise, purchase a 3rd party migration service as I mentioned earlier.

Adrian_A
Moderator

Changing Subscription from Essential to TechSoup Not-For Profit Subsidized

Hello there, kdiver.

 

Aside from the suggestion of Fiat Lux - ASIA, I know a way how you can export your QuickBooks Online data. Let me guide you on how to achieve this task.

 

You can export the data by going to the Export data page. Here's how:

 

  1. Go to the Gear icon.
  2. Select Export Data.
  3. From the Reports tab, set the desired date range. 
  4. Once completed, go to the Lists tab.
  5. Add or remove items from the Lists tabs by toggling the slider. 
  6. Click Export to Excel.

 

Once completed, you'll be prompted with a confirmation that the data has been exported. Next, you can download reports for the non-posting information that is not included in Reports and Lists. You can check this article for the detailed steps: Export reports, lists, and more.

 

From there, you can sign up for a new QuickBooks Online account from TechSoup. Once complete, you can start importing your Customer, Vendor, Items, Chart of Accounts, and other data from your old QuickBooks Online account. Here's how:

 

  1. Click the Gear icon in the top right corner.
  2. Select Import Data.
  3. Choose the type of data you'd like to import.
  4. Browse for the file you'd like to upload.
  5. Click Next in the bottom right corner.

 

Feel free to browse these references to make sure that the importing process is seamless:

 

 

Once done, you can cancel the old QuickBooks account to ensure that you'll not billed twice.

 

I recommend visiting this link: Account Management. These will provide links about managing your QuickBooks account, subscription, users, password, and billing.

 

You're always welcome to leave a post below if you have other questions about managing your QuickBooks account.

Dianne_1
Level 1

Changing Subscription from Essential to TechSoup Not-For Profit Subsidized

Adrian_A

I'm looking into this also.  My subscription is QBO Advanced and going to new TechSoup QBO Advance.

 

it sounds like I need to set the new company up first. Then import the account list, vendor list and maybe recurring list. Input current beginning balances. After that, import transactions.  Is that correct?

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