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userlouisehall19
Level 1

I signed up for the wrong category for my free trial. Can I move bank transactions etc over to a different category when I subscribe or do I need to start again?

I signed up for online business & it should have been self assessment
2 REPLIES 2
Ashleigh1
QuickBooks Team

I signed up for the wrong category for my free trial. Can I move bank transactions etc over to a different category when I subscribe or do I need to start again?

Hello Userlousiehall19, 

 

Welcome to the Community page, 

 

it would be a case of having to start again as our online packages and the self-employed product work very differently. So would be a case of getting the self-employed account and reconnecting up your bank in there. 

Fiat Lux - ASIA
Level 15

I signed up for the wrong category for my free trial. Can I move bank transactions etc over to a different category when I subscribe or do I need to start again?

@userlouisehall19 

If you have to open a new QBSE/QBO account, make sure to click the Buy button to get the discounted price for up to a few months. If you purchase from the Trial account, you have to pay the regular rate.

https://quickbooks.grsm.io/UK