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ACE18
Level 1

Link accounts

Hi, am I able to transfer all the information and transaction details within a quickbooks self employed account to a quickbooks online account?

2 REPLIES 2
Anonymous
Not applicable

Link accounts

Hello, ACE18.

 

Yes. You can follow the steps below to transfer your transactions from QuickBooks Self Employed to QuickBooks Online:

 

  1. Click Transactions from the left menu. 
  2. Set the appropriate date range.  
  3. Select the download icon at the upper right corner of the screen. 


Once done, you can refer to this article for steps on importing CSV file in QuickBooks Online: https://quickbooks.intuit.com/community/Help-Articles/Import-export-CSV-files/m-p/201366


For additional information about this process, please check this article: https://community.intuit.com/articles/1769539-switch-to-another-version-of-quickbooks-from-quickbook...


Always feel free to come back if you have other concerns. 

ACE18
Level 1

Link accounts

Thanks very much. 

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