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

Quickbooks SE upgrade to simple start

I have recently become a VAT registered sole trader, I need to move over to Simple Start. Can I move all my data from Self employed to Simple Start?

QuickBooks Team

Quickbooks SE upgrade to simple start

Hello, Brettlc25. 


I am here to help you provide ways to migrate your data from QBSE to QuickBooks Simple start. 


As of this moment, there is no direct way to migrate the data to QuickBooks Simple start. However, you have other ways you can perform to transmit 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.


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.


Once you're all set up, you can cancel your QBSE subscription. Follow the steps on this article on how to cancel your subscription in QuickBooks Self-Employed. Cancel your QuickBooks Self-Employed subscription.


Feel easy to visit us again should you have more concerns. I'll be around to guide you again. Have a great day!

Fiat Lux - ASIA
Level 15

Quickbooks SE upgrade to simple start


I would recommend to use QBO Essential instead. You may need to purge your QBO account later. Then you can downgrade to QBO Simple Start anytime as long as the multicurrency feature is not enabled.


For the importer tool, I would recommend TP Importer.


If you decide to start with QBO Simple Start, utilize the trial version of a backup restore app during the migration process.



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