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Switch from QuickBooks Self-Employed to QuickBooks Online

Learn how to move your QuickBooks Self-Employed data to QuickBooks Online.

Is your business growing quickly? Congrats on your success!

If you need even more room to grow, move on to QuickBooks Online. When you're ready to switch, we'll show you how to import your data and switch your subscription.

Step 1: Save your reports

Before you start, download all of your work from QuickBooks Self-Employed. This is optional, but it's a good idea to hold on to your work for your records.
In the Reports section, you can search for the following reports:

  • Tax Summary
  • Tax Details
  • Profit and Loss
  • Mileage Log
  • Receipts
  1. In QuickBooks Self-Employed, go to the Reports menu.
  2. In the Tax details section, select a tax year.
  3. Select Download to get a Tax Details report.
  4. Download a report for each tax year you have in QuickBooks.
  5. Repeat the following actions above for your Profit and Loss, Mileage Log, and Receipts.

You will also want to do this with your invoices and bank transactions.

Invoices:

  1. In QuickBooks Self-Employed, go to the Invoice menu.
  2. Select the download Download_icon option.
  3. Save it somewhere that's easy to find, like your Windows desktop.

Transactions:

  1. In QuickBooks Self-Employed, go to the Transactions menu.
  2. Select the filter on the tax year or select All dates if you wish to bring all your transactions over to QuickBooks.
  3. Select the download Download_icon option. Save it somewhere that's easy to find, like your Windows desktop. We suggest disconnecting your bank account once you have downloaded your transactions.

Now we'll show you how to import your data manually, start your QuickBooks Online subscription, and cancel QuickBooks Self-Employed.

Step 1: Download your QuickBooks Self-Employed data

Download your transactions in a CSV file and upload them into QuickBooks Online. Even if you decide not to import everything, it's a good idea to download all of your transactions for your records.

  1. Select a category type to download from the drop-down menus.
  2. Enter notes, browse and upload a receipt.
  3. Select Save.
  4. Select the download icon to the right of CATEGORY for the CSV file.
  5. Save it somewhere that's easy to find, like your Windows desktop.
Tip: You can also use a third-party app like Transaction Pro and Excel Importer to import them into QuickBooks Online.

Step 2: Sign up for QuickBooks Online

Next, follow the steps to sign up for QuickBooks Online.

After you transfer your data over, you can cancel your QuickBooks Self-Employed subscription.

Step 3: Move your transactions to QuickBooks Online

Now you're ready to move your data. Before you upload anything, think about how much data you want to keep in QuickBooks Online.

If you plan to connect the same bank and credit card accounts you used in QuickBooks Self-Employed, you don't need to move any transactions. Instead, follow the steps to connect your accounts. QuickBooks will automatically download several months of recent transactions. The Online Banking feature saves time and avoids importing duplicates.

But if you don't plan to connect the same accounts, upload your CSV file into QuickBooks Online:

  1. Sign in to your new QuickBooks Online company.
  2. Select Settings and then Import Data.
  3. Select Bank Data.
  4. In the Get your info from your bank section, select Browse.
  5. Find and select the CSV file you downloaded, select Open. Then select Next.
  6. From the QuickBooks Account ▼ drop-down menu, select the account you want to move the transactions into.
  7. Select Next.
  8. If you don't have any accounts yet, here's how to create new ones.
  9. Match the statement fields from the CSV with the ones in QuickBooks Online. Then select Next.
  10. Select the transactions you want to move to QuickBooks Online. Then select Next.
  11. Select Yes, then select Let’s go.

Once your transactions are in QuickBooks Online, go to the Banking menu, then select Banking. Follow the steps to review and categorise your transactions.

You may also wish to import your invoices. In QuickBooks Online there are a few more options available compared to QuickBooks Self-Employed. Please note that you may need to add additional columns to successfully import. For more information see how to import your invoices.

Step 4: Cancel your QuickBooks Self-Employed subscription

Once you have all your data in QuickBooks Online, you can cancel your subscription. Follow the steps based on where you purchased QuickBooks Self-Employed.

Note: Uninstalling the QuickBooks Self-Employed app on your mobile device won't cancel your subscription. Learn more about cancelling subscriptions on iOs and Android.

Purchased directly from QuickBooks or Intuit

  1. Open QuickBooks Self-Employed in a web browser on your laptop or desktop. You can't cancel from the QuickBooks mobile app.
  2. Select your Business Name next to Settings ⚙. Then select Billing info.
  3. Select Cancel your account and follow the onscreen steps.

Purchased from the Apple App Store (iOS)

  1. On your iPhone or iPad, open Settings for your device.
  2. Select iTunes App Store.
  3. Sign in to your apple account. Then select your Apple ID.
  4. Select View Apple ID.
  5. Under Active, select Manage.
  6. Select QuickBooks Self-Employed and then Cancel Subscription.

Purchased from the Google Play Store (Android)

  1. On your phone or tablet, open Google Play.
  2. Sign in to your Google account.
  3. Select the Menu ☰ icon.
  4. In the Subscriptions section, look for QuickBooks Self-Employed.
  5. Select Cancel and follow the onscreen steps.

If you have a free trial

Your 30-day QuickBooks Self-Employed trial expires automatically. Since you didn't give us any billing info, we won't bill you.

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