I’m considering switching from QB Online to QB Self-Employed. Will all the data get transferred?
We have another way on how you can transfer some of your data to QuickBooks-Self Employed, userdumi-caza.
At this time, there isn't a direct way to transfer your data from QuickBooks Online (QBO) to QuickBooks Self-Employed (QBSE). You'll want to export bank transactions using a .CSV file and import it into QBSE.
To import to QBSE, you can follow the steps below:
Click on the Gear icon.
Select an account and click on the Import older transactions link under Action.
Follow the instructions onscreen to finish importing your data.
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