Can I retrieve categorisation of transactions after transferring from QuickBooks Self-employed to Sole Trader? Also, how can I retrieve the invoice templates?

jalbre · ‎April 07, 2026

I've transferred just before the end of tax year and all my transactions were categorised. Before the transfer the prompt said that the QuickBooks will copy the transactions and while the transactions themselves were copied, none of the categorisations were.

Erika_K

Hello, @jalbre. Once the upgrade is complete, your old account access will be closed. In that case, I recommend contacting our live support team to see if those categorised transactions can be recovered. Regarding invoices, those templates don't migrate, so you'll need to set them up fresh in your new Sole Trader account.

We’re here to help if you have any other questions during the transition.

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Can I retrieve categorisation of transactions after transferring from QuickBooks Self-employed to Sole Trader? Also, how can I retrieve the invoice templates?

Can I retrieve categorisation of transactions after transferring from QuickBooks Self-employed to Sole Trader? Also, how can I retrieve the invoice templates?

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