cancel
Showing results for 
Search instead for 
Did you mean: 
SimpleWebs13
Level 1

Can I easily transfer customers and vendors from Essentials to Simple Start?

I have been using Essentials for years but, it is much more that I need as a small business. Can I easily transfer customers and vendors from Essentials to Simple Start?
Solved
Best answer December 05, 2021

Best Answers
RenjolynC
QuickBooks Team

Can I easily transfer customers and vendors from Essentials to Simple Start?

Welcome to the Community, userdgow.

 

I'll show you a way on how change plans without transferring your customers and vendors. 

 

With QuickBooks Online, you have the option to downgrade your plan from Essentials to Simple Start. Please keep in mind that you may be losing some essential features, and downgrading removes any discounts on your current plan.

 

Also, you may need to turn off some features. To see what are the features you need to disable, please check out Step 2 under Downgrade your subscription section in this article: Upgrade or downgrade your QuickBooks Online subscription.

 

Once everything is settled, you can downgrade the plan by following these steps:

 

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. Go to the Gear Account and settings.
  3. On the left panel, click the Billing & Subscription tab. Make sure your payment info is up-to-date.
  4. In the QuickBooks Online section, select Downgrade your plan.
  5. Review the available plans and then select Choose plan.
  6. Follow the on-screen steps to downgrade your plan.

If you want to cancel the current account and subscribe to a new one, you have the option to export the data from the old account and import it to your new account. To check what are the data that you can export and import, please feel free to read these articles:

 

After transferring some of your data to the new account, you can cancel the old account. Here's a link for the details and steps: Cancel your QuickBooks Online subscription or trial.

 

Please let me know if you have more questions regarding the process or need help with other task in your account. I'll be right here to help you out again. Have a good day ahead.

View solution in original post

6 Comments 6
RenjolynC
QuickBooks Team

Can I easily transfer customers and vendors from Essentials to Simple Start?

Welcome to the Community, userdgow.

 

I'll show you a way on how change plans without transferring your customers and vendors. 

 

With QuickBooks Online, you have the option to downgrade your plan from Essentials to Simple Start. Please keep in mind that you may be losing some essential features, and downgrading removes any discounts on your current plan.

 

Also, you may need to turn off some features. To see what are the features you need to disable, please check out Step 2 under Downgrade your subscription section in this article: Upgrade or downgrade your QuickBooks Online subscription.

 

Once everything is settled, you can downgrade the plan by following these steps:

 

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. Go to the Gear Account and settings.
  3. On the left panel, click the Billing & Subscription tab. Make sure your payment info is up-to-date.
  4. In the QuickBooks Online section, select Downgrade your plan.
  5. Review the available plans and then select Choose plan.
  6. Follow the on-screen steps to downgrade your plan.

If you want to cancel the current account and subscribe to a new one, you have the option to export the data from the old account and import it to your new account. To check what are the data that you can export and import, please feel free to read these articles:

 

After transferring some of your data to the new account, you can cancel the old account. Here's a link for the details and steps: Cancel your QuickBooks Online subscription or trial.

 

Please let me know if you have more questions regarding the process or need help with other task in your account. I'll be right here to help you out again. Have a good day ahead.

View solution in original post

SimpleWebs13
Level 1

Can I easily transfer customers and vendors from Essentials to Simple Start?

Thank you for the tip.

 

I have since learned that if I downgrade to Simple Start, which has everything I need and would use, I will give up 1 resource I need, recurring invoices. I did not look close enough before being interested.

 

I have 100's of clients so I would have to go back to manually copying their last invoice and send them out each individually. Not sure that would be worth saving $25 per month.

 

If you have another suggestion I would be interested.

SimpleWebs13
Level 1

Can I easily transfer customers and vendors from Essentials to Simple Start?

 
Fiat Lux - ASIA
Level 15

Can I easily transfer customers and vendors from Essentials to Simple Start?


@SimpleWebs13 wrote:

I have 100's of clients so I would have to go back to manually copying their last invoice and send them out each individually. Not sure that would be worth saving $25 per month.

 

@SimpleWebs13 

Just to clarify, do you prefer to lower your cost but still need the specific feature on QBO Essentials?

SimpleWebs13
Level 1

Can I easily transfer customers and vendors from Essentials to Simple Start?

Yes, that would be perfect. I started out with a monthly around $30 per month years ago and it has continued to increase without a lot of extras

Fiat Lux - ASIA
Level 15

Can I easily transfer customers and vendors from Essentials to Simple Start?

Check your PM. Hope it helps.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up