When transitioning from QuickBooks Self-Employed to Sole Trader, it's advisable to back up your data to avoid data loss, Martin.
It's also important to note that only certain transactions are transferable during the migration process.
Here are the items that the application can automatically migrate:
- Customers
- Trips
- Product and Services
- Bank Connections
- Transactions (records from 01/01/2023)
- Receipts (records from 01/01/2023)
However, Rules and Quarterly Tax Estimates will be supported for upcoming updates.
The following features cannot be transferred:
- Invoices
- Third-party app integrations such as Etsy, Uber, Amazon
- Tags
- Suppliers
In your case, I recommend contacting our Live Support Team for further assistance with your transition to QuickBooks Sole Trader and to ensure the accuracy of your books:
- Sign in to your QuickBooks Online account.
- Click the Help button.
- In the QuickBooks Assistance chat box, select Talk to a Human or tap the Contact Us button at the bottom.
- Type your reason for contacting us in the What can we help you with? section and click Continue.
- From there, choose a way to connect: Chat or get a Callback.
Please check their support hours to reach them conveniently.
Get the most out of the application by scanning this article to get familiar with some of its main features: Introduction to QuickBooks Sole Trader.
If you have any further questions regarding transaction management, feel free to respond to this post. We are available 24/7 to assist you.
