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nbyron
February 17, 2023
Question

How do I upgrade from QBO plus to QBO Advanced

  • February 17, 2023
  • 2 replies
  • 25 views

We currently have QBO Plus but want to upgrade to QBO Advanced and need to copy the company from Plus to import to Advanced - looking for guidance.

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
February 17, 2023

QBO Plus US to QBO Advanced US version?

Why do you need to migrate data?

JaeAnnC
JaeAnnC
Level 6
February 17, 2023

Welcome to the Community, @nbyron.

 

When we upgrade your QuickBooks Online (QBO) subscription from Plus to Advanced, it doesn't wipe out all your existing data. Instead, it'll add the features exclusive to the Advanced subscription.

 

Here's how to upgrade:

 

  1. Sign in to your QBO account as a primary or company admin.
  2. Go to the Gear icon and select Account and settings.
  3. Click the Billing and Subscription tab.
  4. Ensure your payment info is updated.
  5. In the QuickBooks Online section, click Upgrade your plan.
  6. Select Choose plan for the Advanced version.
  7. Follow the on-screen instructions to upgrade your plan.

 

If you wish to have a copy of your existing QBO company, it's only available in the Advanced version. 

 

Moreover, please refer to this article if you need to update the card on file, change your subscription, or simply view your billing history in QBO: Manage billing, payment, and subscription info in QuickBooks Online.

 

Please don't hesitate to leave a response below if you have more concerns about upgrading your subscription. We'd be glad to assist you.

 

V
vandistal
October 3, 2024

Step 3 stays to click Billing and Subscriptions on the left side but I do not have that on my left side of Account and Settings.  See attached picture.

 

How do I upgrade to Advanced? I need to make back up copies of my accounting.

R
RheaMaeHQuickBooks Team
QuickBooks Team
October 3, 2024

Thank you for joining this thread, Vandistal. I’m here to provide an updated guide on upgrading your QuickBooks Online (QBO) account to the Advanced version.

 

Upgrading to QBO Advanced offers a range of enhanced features, particularly in data management and capabilities that facilitate creating backup copies. Here's how:

 

  1. Sign in to QBO as a primary or company admin.
  2. Click the Gear icon and select Subscription and Billing.
  3. Select Upgrade your plan.
  4. Review the available plans and then select Choose plan.
  5. Follow the on-screen steps to upgrade your plan.

 

Attach here is the screenshot for your reference:

 

 

For more detailed information, refer to this article: Upgrade or downgrade your QuickBooks Online edition.

 

Additionally, I've included an article on how to create a copy of your accounting data: Make a copy of your QuickBooks Online Advanced company.

 

Furthermore, if you need to update your payment methods, change your subscription, or view your billing history in QBO, visit this article: Manage billing, payment, and subscription info in QuickBooks Online.

 

Anytime you need additional clarification about upgrading plans and and their functionalities. You can leave a comment down below. We're always here to help.

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