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Everything you need to know about banking in QuickBooks Online - Discover more
lel lel
Level 1

QB Self-employd upgrade to QB Online

Hi, Ive been using QB self-employed but now having trouble as I now have a CIS card and no idea how to input that ive already paid tax on that amount.

So ive signed up to QB online but I now cant bring the data over from QB self-employed! do I have to enter it all manually? its driving me crazy



QB Self-employd upgrade to QB Online

We're unable to automatically export the data, lel lel.


You can download the Tax Details report from QuickBooks Self-Employed to keep a copy of your work.


As for the bank transactions, you can download it directly from the Transactions tab into a .CSV file.  Here's how:

  1. Click Transactions from the left pane.
  2. Select the download icon located above the Category column.

You can import the bank transactions to QB Online.


Make sure to cancel your QBSE account to avoid unnecessary charges.


Don’t hesitate to leave a reply if you got additional concerns, I’m always here to help you.

Not applicable

QB Self-employd upgrade to QB Online

@lel lel ,

As additional resource, you may refer to following link:


Then should you need to import your data to QBO, explore and utilize the trial period of a 3rd party migration tool.


Just my 2 cents. 

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