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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
Efferp
Level 1

can i import existing info from essentials to simple start. i want to downgrade

can i import existing info from essentials to simple start. i want to downgrade

5 REPLIES 5
Fiat Lux - ASIA
Level 15

can i import existing info from essentials to simple start. i want to downgrade

You should be able to just click the downgrade button. Have you enabled the multi currency feature?

jenop2
QuickBooks Team

can i import existing info from essentials to simple start. i want to downgrade

I'll answer your question about data management when moving to a different type of subscription, Efferp.

 

When changing your subscription, there's no need to import your data since it will remain on the same account. However, please note that certain features may not be available if you downgrade to a lower plan. These features include recurring transactions, bill management, and MTD.
 

To ensure a smooth downgrade, follow these steps to turn off the recurring transaction feature before downgrading your account:
 

  1. Go to the Gear or Settings ⚙ icon and select Recurring transactions.
  2. Select a template and click the drop-down list for Edit.
  3. Click Pause and then Pause again to confirm.

Additionally, depending on the plan you are downgrading to, you may need to remove users. You can find more information about user limits for each plan in these articles:

 

Once done, proceed to these steps to finally change your subscription: 

 

  1. Sign in to the account as an admin.
  2. Go to the Gear or Settings ⚙ icon and select Subscriptions and billing.
  3. Under the QuickBooks Online section, click Downgrade your plan.
  4. Look for Simple start and then select Choose plan.
  5. Follow the onscreen steps to downgrade your plan.

Let me also share these articles for additional information about QBO subscriptions: 

 

 

Feel free to ask any questions in the forum if you require further assistance with your account. We are here to ensure that all your concerns are resolved.

Efferp
Level 1

can i import existing info from essentials to simple start. i want to downgrade

Thank you for your detailed answer. 

the problem is that when i done a live chat they said it couldn't be done and i would have to start again and link my bank account and download bank statements again so i cancelled my subscription to start a new one hoping that I could export my info that i had for the last twelve months or more into the new one but it does not seem to let me.

I only really need it to do my VAT returns so really basic but had all my rules etc. set up.

gaselec
Level 2

can i import existing info from essentials to simple start. i want to downgrade

You say "please note that certain features may not be available if you downgrade to a lower plan. These features include recurring transactions, bill management, and MTD."

But what exactly are the 'certain features'? They include recurring transactions, bill management, and MTD But what else if anything? I want a complete list.

"Include" is not good enough.

Thanks.

EduardA
QuickBooks Team

can i import existing info from essentials to simple start. i want to downgrade

Hi @gaselec,

 

Below is the list of features available only in Essentials, but not in Simple Start:

 

  • up to 3 billable users
  • Multicurrency
  • Weekly timesheet
  • Recurring transactions
  • Single time activity
  • Bill
  • Pay bills
  • Supplier Credit
  • Delayed credit
  • Delayed charge
  • Recurring invoice
  • Bills section in Expenses page
  • Leads and Reviews section (in Customers & leads)
  • Business Snapshot report
  • Profit and Loss by Customer report
  • Profit and Loss Detail report
  • Unbilled time report
  • Time Activities by Customer Detail report
  • Expenses by Supplier Summary report
  • Recent/Edited Time Activities report
  • Time Activities by Employee Detail report
  • Balance Sheet Summary report
  • Recurring Template List report
  • Adjusted Trial Balance report
  • Transaction List with Splits report
  • Download Payroll Reports

 

If you're considering downgrading your subscription, I recommend reviewing the important notes under the Downgrade your edition section in this article: Upgrade or downgrade your QuickBooks edition.

 

For a detailed comparison of the capabilities in each subscription, please visit the QuickBooks' Plans & Pricing page.

 

Should you have additional concerns, feel free to leave us a message.

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