Help! Having problems trying to upgrade my self employed plan to sole trader plan, all sorts of issues 🤷‍♂️

I’ll ensure your upgrade from QuickBooks Self-Employed (QBSE) to QuickBooks Sole Trader (QBST) goes smoothly and seamlessly, Shaun.

To begin, could you please share more details about the issues you're experiencing? Are there any error messages during the process? Knowing this information will help me provide a more targeted solution.

In the meantime, make sure to download and save your reports and accounting info before switching to Sole Trader, as you won’t be able to access your old account once the upgrade is complete.

Here are the steps to transition automatically from QBSE to QBST:

1. Sign in to your QBSE account.
2. Go to the Gear icon and select Upgrade.
3. Click Select plan for the Sole Trader column.
4. Review the changes in features, then select Continue.
5. We’ll show you what data we’re copying over. Select Download Data if you haven’t saved your data and backed up your reports, transactions, mileage logs, receipts, and invoices. Note: If you opt to download data, you’re directed to the Reports screen. After downloading, you'll need to restart the upgrade process.
6. Click Continue to proceed, then Get started.
7. Select Get started again, then click Start.
8. Confirm or update a few details about your business to start using QuickBooks Sole Trader.

Once done, your QBSE subscription will be automatically cancelled if purchased directly through QuickBooks. If you subscribed via Google Play or the App Store, you'll need to cancel it there.

You can refer to this article to learn which data can and cannot be transferred during the migration, as well as a workaround for manually moving from QBSE to Sole Trader: Switch from QBSE to QBST.

If you have other questions, feel free to comment below.