Other questions

Thanks for reaching out to us, @Ann_A.

I'll share some information about moving your existing QuickBooks Online (QBO) file to QBO Advanced. Currently, the option to redo the transition is unavailable. If your client is still using the QBO basic subscription, they can upgrade their existing QBO account to QBO Advanced. 

Here's how:

1. Go to Gear.
2. Select Account and Settings.
3. Choose the Billing & Subscription tab.
4. Hover towards your QBO subscription and then click the Upgrade your plan link. See the image below.
5. Follow the steps that'll guide you through the rest.

However, if you're already subscribed to QBO Advanced, you'll have to export and import the list manually. Refer to these articles below for your guide: 

• Merge companies, data files or copy lists

• Export Data out of QuickBooks Online

• Common questions about importing data to QuickBooks Online

I've also added this link to learn the different features in using QBO Advanced: QuickBooks Advanced Features.

Still have questions? Please don't hesitate to drop them below and I'll be happy to answer them for you. Take care and have a wonderful day.