cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.

Reply to message

View discussion in a popup

Replying to:
ShiellaGraceA
QuickBooks Team

Reply to message

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: 

 

 

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.

Need to get in touch?

Contact us