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Christa7173
Level 1

quickbooks help

Last night I switched from qb essentials to qb plus via chat with a representative. I am trying to set up to use for our nonprofit and was told plus was a better option. Essentials is still active. Our bank balance showed up after I linked accounts but there were no transactions. Is that because qb essentials is still active and the transactions are categorized in there?

1 Comment 1
ChristieAnn
QuickBooks Team

quickbooks help

Hi there, Christa7173.

 

Thank you for visiting the QuickBooks Community. I'll share details on how upgrading your subscription works in QuickBooks Online. Then, I'll ensure you can achieve your goal by following the information below.

 

When you upgrade your subscription from the Essential to the Plus version, your existing data will already show in your newest account. That said, linking your bank accounts isn't necessary because all categorized entries appear in your Plus account.

 

Furthermore, your previous one will automatically be canceled when you upgrade your subscription. Since you've mentioned that your Essentials is still active, it might be another account or subscription has been created separately, and you're now subscribing to two different versions. To verify this, I suggest logging in to your Intuit account to see all your company file that has a specific subscription and you'll be able to confirm from there if still active or already canceled.

 

Here's how:

 

  1. Go to the Intuit accounts page.
  2. Choose Product & billing.
  3. Go to the Your products section

 

CAB5.PNG

 

Once verified that you have two QBO subscriptions, I suggest canceling first your QBO Plus since there are no transactions yet and this is to avoid double billing. Then, upgrade your Essentials to Plus so you'll not set up anything in your latest one. Additionally, you can also contact our QuickBooks Online Support Team again to further assist you with the process to ensure everything is accurate. 

 

Lastly, I'm also adding this article to further guide you in effectively managing your business using QBO: Help guide for QuickBooks Online. It contains topics about advanced accounting, banking, and payments to name a few.

 

Stay in touch if you have additional questions on how to keep your subscription organized. I’ll get back to answer them for you, Christa7173. Have a great day!

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