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JaneEC
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I just completed 2 attempts at migrating to the donated QBO subscription from TechSoup.  Second time worked much better but there were still a lot of issues on the stmt of fin'l position and stmt of activity.  

After my first attempt,  a QB Payroll Rep gave me some very useful information that no one in QB Advanced Support gave me.  She said that the new company settings such as chart of accounts, classes, sales tax, payroll settings, products, etc. need to match the old company prior to copying the data.  She didn't mention tags but if you didn't set those up in the new company, that might be why they didn't migrate.  If you are still running the old company in the "paid" version, I was told by this Payroll rep that you can do another copy to the new company and it will overwrite it.  She said she has assisted with several migrations to the donated QBO.  

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