Upgrading from online sole trader to sole trader plus

Hi, Fusion Home Repairs. Yes, all your data will transfer seamlessly when you switch to QuickBooks Sole Trader Plus, including Transactions, Invoices, Customers, Mileage, and Receipts. You’ll also be able to customise your invoices in this subscription.

For more information about the subscription, see these articles:

• Getting started with QuickBooks Sole Trader Plus
• Switch from QuickBooks Sole Trader to QuickBooks Online or Sole Trader Plus

After switching, a few questions will be asked about your business. This helps customise your settings and ensures your account is configured correctly. You can also find these guides helpful:

• What changes after switching from QuickBooks Self-Employed or Sole Trader
• How invoicing works after switching from QuickBooks Self-Employed or Sole Trader
• Find and categorise transactions after switching from QuickBooks Self-Employed or Sole Trader

If you need further assistance, don’t hesitate to reach out. We’re here to support you throughout your transition.