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kieranmwhiteman
Level 1

Can you transfer inoices from self employed to the qb online?

 
Solved
Best answer October 09, 2019

Accepted Solutions
JonpriL
Moderator

Can you transfer inoices from self employed to the qb online?

Hello @kieranmwhiteman,

 

Currently, there isn't an integrated way of transferring your invoices from QuickBooks Self-Employed to QuickBooks Online.

 

In the meantime, you can manually create a copy of your invoices in your QuickBooks Online account. Let me walk you through the steps in creating your invoices.

  1. Go to the Plus icon.
  2. Under Customers, select Invoices.
  3. Select a customer for your invoice.
  4. On the PRODUCT/SERVICE column, select an item for your customer's invoice.
  5. Enter the amount.
  6. Click Save and close.

Additionally, here's an article you can read to learn more about how you can create an invoice: How to Create a Customer Invoice?

 

Lastly, I've also added this article that'll help you handle your future task after creating an invoice: Record a Customer Payment.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

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2 REPLIES 2
JonpriL
Moderator

Can you transfer inoices from self employed to the qb online?

Hello @kieranmwhiteman,

 

Currently, there isn't an integrated way of transferring your invoices from QuickBooks Self-Employed to QuickBooks Online.

 

In the meantime, you can manually create a copy of your invoices in your QuickBooks Online account. Let me walk you through the steps in creating your invoices.

  1. Go to the Plus icon.
  2. Under Customers, select Invoices.
  3. Select a customer for your invoice.
  4. On the PRODUCT/SERVICE column, select an item for your customer's invoice.
  5. Enter the amount.
  6. Click Save and close.

Additionally, here's an article you can read to learn more about how you can create an invoice: How to Create a Customer Invoice?

 

Lastly, I've also added this article that'll help you handle your future task after creating an invoice: Record a Customer Payment.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

Anonymous
Not applicable

Can you transfer inoices from self employed to the qb online?

hi @kieranmwhiteman ,

You may try export your data out of QBSE and get the CSV file. Then utilize the trial period of a 3rd party data migration tool to import it into your QBO.

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.

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