You need to export your lists to Excel to switch to the newer version. Since some transactions are not included in the exporting process, you have to import them manually. Let me guide you with the steps and get you started.
Log in to your Simple Start account.
Select Reports from the left menu. Then, search and run Account List, Customer Contact List, Vendor Contact List, or Product/Service List report.
Click the Export icon in the report.
Open the exported report in Excel and remove unnecessary rows or columns.