Good luck. I spent the last two days trying to transfer data from one account to another in an attempt to save money by using a subscription offer for a cheaper price. We are a Not-for-Profit and Intuit "donates" licenses to TechSoup for NFPs. Support said I could transfer everything out of the old account and into the new account, BUT first they had to upgrade me to QBO Advanced on both accounts (they promised to return things and reimburse the added cost when done). Then to find out we had to use QB Desktop as an intermediary. Long story short, after EIGHT HOUR ON VARIOUS CALLS, this cannot be done if you are on a MAC. Only list, NO DATA can be transferred. If I were on a PC there are 5 pages of steps that have to be done. Oh, and I still am trying to get my annual charge back to what it was before this ordeal. They have charged our credit card and amount 35% HIGHER that is was before I was trying to save money.
I am a retired CPA from a Big 4 accounting firm and a software company, trying to get something done that should be easy, adjust a customers pricing to something offered in the market by the company.
GOOD LUCK
