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parkersp2
Level 1

Bait and switch with migration

Has anyone had an issue with migration from Desktop to QBO and finding out you've been given a new customer account in an "advanced trial" platform.  Our business has used desktop for over a decade upgrading annually and decided at the beginning of year to move to QBO to facilitate integration with our operating platform.  We signed up and paid a year in advance for the Essentials package, received a detailed email regarding migration which was followed to the letter by myself and our IT department.  Migration was successful, only to find out we were migrated into a completely separate account with and into an advanced trial platform.  We contacted customer support immediately and they recommended we stay in the advanced trial version until it expired but they could not guarantee if we downgraded to the Essential package that our data would be intact!   Mind blown!

We did downgrade, keeping our decade old QB account and were told we would be refunded the full annual subscription we had already paid and then charged more monthly for the Essential version.  The refund was sent prorated for the week we did not use in the account I did not open!  

Would love to know if anyone else has experienced the same issue and what steps they took to resolve it.

2 Comments 2
Chrea
Level 6

Bait and switch with migration

It's possible that your Target Total was between 350K-750K and they forced you to sign up for QBO Advanced to convert your data.

MirriamM
Moderator

Bait and switch with migration

Thank you for reaching out and sharing your concern, parkersp2. We understand how this situation has affected you, and we want to assure you that we are addressing it with the utmost urgency.

 

Please know that we're forwarding your case to our Next Level Help Team to review your recent cases. Please keep your phone line open, as someone from the team will reach out to you in the next 1-2 business days.

 

I appreciate your patience regarding this matter. Don’t forget, the Community forum is always there for you if you need help with QuickBooks.

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