How do I transfer data from my clients sole trader qbo to the qbo plus subscription I have set up for him?
Hello rachmakinson,
There is no way to migrate data from the Self Employed product, to the Online product as SE is based on single entry bookkeeping, whereas QBO is double entry. The best workaround would be to connect the client's bank (uploading CSV files if the transactions go back prior to 90 days) and add the transactions through the bank feed.
How do I transfer data from my clients sole trader qbo to the qbo plus subscription I have set up for him?
Hello rachmakinson,
There is no way to migrate data from the Self Employed product, to the Online product as SE is based on single entry bookkeeping, whereas QBO is double entry. The best workaround would be to connect the client's bank (uploading CSV files if the transactions go back prior to 90 days) and add the transactions through the bank feed.
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