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johnsonedman-cov
Level 1

How can I upgrade my self employed quick to company quick book without losing all the data from self employed quicbook

 
2 REPLIES 2
AlcaeusF
Moderator

How can I upgrade my self employed quick to company quick book without losing all the data from self employed quicbook

Hi there, @johnsonedman-cov.

 

Thank you for posting here in the Community. Let me provide some clarification about your data in QuickBooks Self-Employed.

 

Currently, a direct way to migrate the data to QuickBooks Online is unavailable. There are two ways you can perform to transfer information from the Self-Employed (QBSE) version.

 

You can either download the data via CSV and manually import or use third-party applications to help you with the process. Integrated software like Transaction Pro and Excel Importer will help you import them into QuickBooks Online.

 

To save your reports:

 

  1. Go to the Reports menu.
  2. In the Tax details section, select a tax year.
  3. Select Download to get a Tax Details report. 
  4. Download a report for each tax year you have in QuickBooks.
  5. Repeat the following actions above for your Profit and LossMileage Log, and Receipts.

For invoices:

 

  1. Go to the Transactions menu.
  2. Select the filter on the tax year or select All dates if you wish to bring all your transactions over to QuickBooks.
  3. Select the download Download_icon option. Save it somewhere that's easy to find, like your Windows desktop. We suggest disconnecting your bank account once you have downloaded your transactions.

Lastly, to download transactions, please follow these steps:

 

  1. Go to the Transactions menu.
  2. Select the filter on the tax year or select All dates if you wish to bring all your transactions over to QuickBooks.
  3. Select the download Download_icon option. Save it somewhere that's easy to find, like your Windows desktop. We suggest disconnecting your bank account once you have downloaded your transactions.

Once you already downloaded all the data you need, you can proceed with signing up for QuickBooks Online. I recommend canceling QBSE after transferring your data over.

 

For more information, as well as how to start moving your transactions to QBO, I recommend the following article: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Drop me a comment below if you have any other questions about the migration process. I'll be happy to help you some more.

Fiat Lux - ASIA
Level 15

How can I upgrade my self employed quick to company quick book without losing all the data from self employed quicbook

@johnsonedman-cov 

Open a new QBO account

https://quickbooks.grsm.io/UK

 

Prepare your data in XLS and utilize an importer tool

https://transactionpro.grsm.io/qbo

 

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