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AJW14
Level 1

how do I export my details and datsa from my self-emp[lyed account to my sole trader account?

 
1 REPLY 1
GebelAlainaM
QuickBooks Team

how do I export my details and datsa from my self-emp[lyed account to my sole trader account?

You can export transactions by running financial reports from the Reports menu or download them directly from the Transactions menu, @AJW14. Let's get into the details.

 

You can automatically or manually switch from QuickBooks Self-Employed (QBSE) to QuickBooks Sole Trader. Since you've already subscribed to QuickBooks Sole Trader, you can do the manual method.

 

First, download all your QuickBooks Self-Employed transactions and copy them to QuickBooks Sole Trader.

 

To run financial reports:

 

  1. In QuickBooks Self-Employed, go to the Reports menu.
  2. Find the report you want to download.
  3. Select the time period or tax year from the dropdown.
  4. Click Download.
  5. Select the dropdown icon▼ and then the Print or Download.

 

If you want to export it through the Transactions menu, here's how:

 

  1. Go to the Transactions menu.
  2. Use the TypeAccount, and Time period ▼ dropdowns to sort the transactions.
  3. Select the Export icon.

 

Please refer to this article for more details: Export transactions and get reports in QuickBooks Self-Employed.

 

Once you get all the information, you can proceed with  Step 3 or 4 from the Manually switch from QBSE to QuickBooks Sole Trades section in this article: Switch from QuickBooks Self-Employed to QuickBooks Sole Trader. This article also includes information on the data you can and can't switch over.

 

Furthermore, check out this article for future reference in managing your QuickBooks Sole Trader account: Introduction to QuickBooks Sole Trader.

 

Tag me in the comment section if you need further assistance with exporting data from QBSE, @AJW14. You can also add a comment below if you require support in importing it to other QuickBooks products. I'll be right here to assist you.

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