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jackjackson1977
Level 2

Changing my Quickbooks to another verison.

I want to stop using QB Essentials at end of year and start using Simple Start with a clean start, no transfer from Essentials. My books now are a mess. Need to make fresh start. Is that a problem? If I drop Essentials can I still have axcess to info in Essentials after starting the Simple Start?

2 Comments 2
CamelleT
QuickBooks Team

Changing my Quickbooks to another verison.

Allow me to provide information about switching your plan, jack.

 

QuickBooks Online Simple Start doesn't support multicurrency. If this is enabled, you can't switch to QuickBooks Simple Start. However, if it's disabled, you can downgrade your subscription.

 

When downgrading, certain features will be unavailable, and you won't be able to access your old plan. I suggest keeping a record of all your information and running a report of your products and services so you can keep track of your quantities on hand.

 

Check out this link for more information about downgrading your edition: Upgrade or downgrade your QuickBooks Online edition.

 

Additionally, I'll share this article to help you lock your books to prevent unwanted changes before filing: Close your books in QuickBooks Online.

 

I'll be here if you have additional questions about changing your plan. Just drop a reply in the thread, and I'll get back to help you. Stay safe!

4Gal
Level 10

Changing my Quickbooks to another verison.

@jackjackson1977 

You can convert your data from QBO Essentials to a QB Desktop file format. You can use the trial version to access your historical data for good.

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