QuickBooksHelpIntuitSwitching from QuickBooks Self-Employed or Sole Trader: Resource Hub
by Intuit• Updated 3 days ago
If you’re switching from QuickBooks Self-Employed or Sole Trader to QuickBooks Online or Sole Trader Plus, this hub brings together everything you need to move confidently.
| Find the right fit for your business. Compare plans and see current offers on our Plans & Pricing page. |
1. Make the switch
Find the specific guide for your current subscription and learn how to migrate your data safely.
- Moving from QuickBooks Self-Employed
Learn how to move your data and prepare for MTD. - Moving from QuickBooks Sole Trader
Step-by-step instructions for upgrading your account to the platform experience. - Paying via Apple or Google Play? How to switch
Special instructions if your subscription is managed through an app store.
2. What’s new?
Understand the key changes in your workspace and how the new platform handles your business data.
- At a glance: What changes after you move?
A quick summary of new features, navigation, and the Intuit AI digital teammate. - How invoicing works
Learn about "Accrual Accounting" and how to match bank transactions to your invoices. - Finding and categorising transactions
Where to find your bank feed and understand your new "Chart of Accounts".
3. Support and training
Get expert help to ensure your business is set up for success.
| Resource | Best for... |
|---|---|
| Get started guide | A step-by-step roadmap to finding your footing in QuickBooks Sole Trader Plus, and setting up your essentials. |
| Free 1:1 onboarding | New workspace, same business. Book a 1:1 onboarding session with an expert to help you get set up and answer any questions. |
| The 1-hour masterclass | Video course: Quickly learn where to find your regular features and how to use the new Intuit AI Agents. |
| MTD resource hub | Your one-stop guide for MTD compliance within QuickBooks. |
| Official HMRC MTD guidance | Direct information from HMRC on MTD rules and deadlines. |