Hello, adam137.
Upgrading from QuickBooks Self-Employed to Simple Start doesn’t transfer your data automatically, but you can import it manually.
To export your data from Self-Employed:
- Log in to QuickBooks Self-Employed.
- Go to Reports.
- Download your transactions or other needed reports as a CSV file.
Then, import your transactions into Simple Start:
- Log in to your QuickBooks Simple Start account.
- Navigate to Settings and click Import Data.
- Select the record type of data you want to import (e.g., transactions).
- Upload the CSV file and follow the prompts.
Check for any missing categories, invoices, or customer/vendor data, and enter them manually if necessary.
If any transactions are still missing after the import, you can contact our live support for assistance, and they’ll help you import your data.
Feel free to reply below if you have further questions.
