Transfer data from QuickBooks online basic to QuickBooks online plus

Hi there, dkway1984.

Your best bet is to find an app that can transfer your transaction. Just click the Apps menu on the left-hand side to search for one. 

You can also download the transactions from your bank and upload them to the new QuickBooks. You can check about manual upload for more details. The reports will be created after doing your transactions.

If you have other concerns, feel free to go back to this thread.

@dkway1984 

Did you upgrade your plan to QBO Plus or open a new blank QBO Plus account?

A new plan.  We were using a monthly Basic subscription, and now got an annual Plus through TechSoup.

Thanks.  I'll have to decide if we just want to go back to January 1 or do all dates.

You can utilize a migration tool.

https://transactionpro.grsm.io/qbo