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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 operation 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, start a new QuickBooks Online subscription, manually import your data, and then cancel your QuickBooks Self-Employed subscription. Here's how to move your data over to QuickBooks Online.

Important: We're working to make this process easier. Soon, you'll be able to automatically transfer your data to QuickBooks Online. The new method will be available in the next few months. We'll update these steps as soon as it's available.

Step 1: Save your QuickBooks Self-Employed data

Before you unsubscribe, download all of your work from QuickBooks Self-Employed:

  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. Download a report for each tax year you have in QuickBooks.

Step 2: Download the transactions you need to move

You can 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. In QuickBooks Self-Employed, select the Transactions menu.
  2. Select Add transaction.
  3. Enter the date, transaction description, and amount.
  4. Select GST Apply, then select a GST type on invoices.
  5. Select a category type to download from the drop-down menus.
  6. Enter notes, browse, and upload a receipt.
  7. Select Save.
  8. Select the download icon to the right of CATEGORY for the CSV file.
  9. 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 3: Sign up for QuickBooks Online

Follow the steps to sign up for QuickBooks Online. After you transfer your data over, you can cancel your QuickBooks Self-Employed subscription.

Step 4: Move your downloaded transactions to QuickBooks Online

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 accidentally 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.
Note: Although QuickBooks Self-Employed exports in the exported file, QuickBooks Online may not keep them when you import the file. These categories are based on a Schedule C. QuickBooks Online doesn't use the same categories.

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

Step 5: Cancel your QuickBooks Self-Employed subscription

Once you have all your data, 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.

Cancel your 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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