How do I upgrade from QBO plus to QBO Advanced

QBO Plus US to QBO Advanced US version?

Why do you need to migrate data?

Welcome to the Community, @nbyron.

When we upgrade your QuickBooks Online (QBO) subscription from Plus to Advanced, it doesn't wipe out all your existing data. Instead, it'll add the features exclusive to the Advanced subscription.

Here's how to upgrade:

1. Sign in to your QBO account as a primary or company admin.
2. Go to the Gear icon and select Account and settings.
3. Click the Billing and Subscription tab.
4. Ensure your payment info is updated.
5. In the QuickBooks Online section, click Upgrade your plan.
6. Select Choose plan for the Advanced version.
7. Follow the on-screen instructions to upgrade your plan.

If you wish to have a copy of your existing QBO company, it's only available in the Advanced version. 

Moreover, please refer to this article if you need to update the card on file, change your subscription, or simply view your billing history in QBO: Manage billing, payment, and subscription info in QuickBooks Online.

Please don't hesitate to leave a response below if you have more concerns about upgrading your subscription. We'd be glad to assist you.

Step 3 stays to click Billing and Subscriptions on the left side but I do not have that on my left side of Account and Settings.  See attached picture.

How do I upgrade to Advanced? I need to make back up copies of my accounting.

Thank you for joining this thread, Vandistal. I’m here to provide an updated guide on upgrading your QuickBooks Online (QBO) account to the Advanced version.

Upgrading to QBO Advanced offers a range of enhanced features, particularly in data management and capabilities that facilitate creating backup copies. Here's how:

1. Sign in to QBO as a primary or company admin.
2. Click the Gear icon and select Subscription and Billing.
3. Select Upgrade your plan.
4. Review the available plans and then select Choose plan.
5. Follow the on-screen steps to upgrade your plan.

Attach here is the screenshot for your reference:

For more detailed information, refer to this article: Upgrade or downgrade your QuickBooks Online edition.

Additionally, I've included an article on how to create a copy of your accounting data: Make a copy of your QuickBooks Online Advanced company.

Furthermore, if you need to update your payment methods, change your subscription, or view your billing history in QBO, visit this article: Manage billing, payment, and subscription info in QuickBooks Online.

Anytime you need additional clarification about upgrading plans and and their functionalities. You can leave a comment down below. We're always here to help.

Hi,

In relation to this, will the currently connected apps in QBO Plus be affected or need to be reconnected if we upgrade to QBO Advanced?

Thank you.

Hi,

In relation to this, will the currently connected apps in QBO Plus be affected or need to be reconnected if we upgrade to QBO Advanced?

Thank you.

Thank you for joining the thread, Venus. I'll provide details regarding upgrading the subscription and what will happen with your connected application within QuickBooks Online.
 

The third-party apps remain intact after the upgrade. Thus, you don't have to reconnect them again once the upgrade is complete.

Moreover, we can find the detailed processes for disconnecting an app from QuickBooks Online and changing your subscription plan: Disconnect an app and change your subscription.

You can read this article to learn how to manage your QBO subscription, update your credit card details, make adjustments to your subscription, or check your billing history: Manage billing, payment, and subscription info in QuickBooks Online.

Additionally, we have knowledgeable team of experts ready to provide immediate support tailored to your business's unique needs. You'll want to consider our QuickBooks Live Expert Assisted service. They will assist you in navigating your plan's features, accounts, customers, and vendors.

Please feel free to leave a response below if you have further concerns about upgrading your subscription and third-party application. It's my pleasure to assist you again.