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wendy120
Level 1

Hey, I'm currently on QB Selfemployed, which no longer exists. I need to change to QB Simple Start. How to do this? The system keeps saying I already have an account?

Because I need to change for a no longer existing software, the system doesn't seem to understand what to do. I cannot just delete my previous account which has 6 years of data in there. Because of this I cannot even start the free trial on QB Simple start. Can anyone shed some light on this?

1 Comment 1
EmanE17
QuickBooks Team

Hey, I'm currently on QB Selfemployed, which no longer exists. I need to change to QB Simple Start. How to do this? The system keeps saying I already have an account?

I can shed some light and walk you through the process of switching from QuickBooks Self-Employed (QBSE) to QuickBooks Online (QBO), wendy120.

 

First, download all your financial reports from QBSE for safekeeping.

 

  1. Go to the Reports menu.
  2. From the Tax details section, choose a tax year.

    tax details.png

  3. Select Download.
  4. Download a report for each year you have in QuickBooks.
  5. Repeat these steps for your Profit and Loss statement, Mileage log, and Receipts. Note: Select Download from the dropdown menu for both Profit and Loss & Mileage log.

    P&L, ML.png

 

Second, visit the available pricing plans and select the option that best fits your business. For your case, choose QBO Simple Start.

 

Third, transfer your data to QBO. Before you begin, think about the types of data you need to copy. To save time and prevent duplicate transactions, consider using the Online Banking feature. This feature allows you to connect your bank and credit card accounts to QBO and automatically download your transactions. If you prefer not to use this feature, you can manually upload transactions into QBO instead.

 

Lastly, after successfully importing your data into QBO, you can take the next step by canceling your QBSE subscription. This will help streamline your accounting process and ensure you’re using the most suitable tools for your needs.

 

Moreover, to help with the transition and get your company file started, you can check this article to learn more about how QBO works: Get started and adjust settings after you sign up for QuickBooks Online.

 

We're still available if you have other concerns with handling subscriptions you can always post in the Community. Have a great day.