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I incorporated during the year, how do I split my expenses and export from QB to make it all easier?

 
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LauraAB
QuickBooks Team

I incorporated during the year, how do I split my expenses and export from QB to make it all easier?

Hello there,

 

Congratulations on incorporating your business! That's certainly an exciting step and I can appreciate needing to move on from QuickBooks Self-Employed because of it. I'll help you with getting the information you need from your books.

 

Exporting data from QuickBooks Self-Employed can be done in way of exporting transactions entered into the Transactions area and you can also export Reports. In the Transactions section, you can download by following these steps.

  1. In QuickBooks Self-Employed, select the Transactions menu.
  2. Select the download icon just above the transaction list.
  3. Save it to your computer.

For Report, simply click the related menu from the left panel, then click Download on the reports you want. Note that for some of them you'll have to select the arrow in order to see this option.

 

If you're hoping to use QuickBooks Online, you can consider the options in this article: Switch from QuickBooks Self-Employed to QuickBooks Online. Keep in mind you may need to keep your books separate now that you're incorporating, so I recommend checking in with a business advisor or accountant before taking this step.

 

For further assistance with exporting data from QuickBooks Self-Employed, you can reach support by following these steps.

  1. Select the Assistant tool.
  2. Type and enter talk to human.
  3. Follow the prompts to reach an agent.

To learn where to find the Assistant tool, check out this article: Contact QuickBooks Self-Employed Support

 

Wishing you the best moving forward with your business!

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