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Level 1

Can I import my data (Cust, Invoices, Projects) I created from my free 30 day trial "Plus" version to my newly purchased "Simple Start" version?

How can I import data from my free version to my subscription of Quickbooks?
2 Comments
QuickBooks Team

Can I import my data (Cust, Invoices, Projects) I created from my free 30 day trial "Plus" version to my newly purchased "Simple Start" version?

Yes, you can import your QuickBooks data, @covenantcarpentr.

 

Let's first login to your trial subscription and export your data. I can walk you through how to do it.

 

Here's how to export the data:

  1. Go to the Gear icon,.
  2. Choose Export.
  3. Select which data you'd like to export.
  4. Click on the Export to Excel button.

Now, you can import each of the downloaded files to our account, one by one. Here's how:

  1. Click on the Gear icon at the upper right.
  2. Choose Import Data.
  3. Select the type of data that you'd like to import.
  4. Click Browse to select a file.
  5. Hit on the Next button until finished.

You can read through these articles for the more detailed instruction in managing syncing your QuickBooks data:

Always feel free to leave a comment below if you have other questions about managing your QuickBooks data. Just click the Reply button. Have a wonderful day!

Level 15

Can I import my data (Cust, Invoices, Projects) I created from my free 30 day trial "Plus" version to my newly purchased "Simple Start" version?

@covenantcarpentr 

As another option, you may utilize a migration tool.

https:// transactionpro.grsm.io/qbo

 

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