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Jay99
Level 1

Migrate from Self Employed to Simple Start

I have just realised i cannot perform quotes on self employed so have purchased simple start. How do i migrate?

Solved
Best answer February 01, 2022

Accepted Solutions
TirzahC
QuickBooks Team

Migrate from Self Employed to Simple Start

Hi there, Jay99.

 

Thank you for posting here in the Community. Let me provide some clarification about your data in QuickBooks Self-Employed.

 

Currently, a direct way to migrate the data to QuickBooks Online is unavailable. There are two ways you can perform to transfer 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. There are only certain parts of Self Employed you can download to a CSV you can not download the full file.

 

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.

View solution in original post

1 REPLY 1
TirzahC
QuickBooks Team

Migrate from Self Employed to Simple Start

Hi there, Jay99.

 

Thank you for posting here in the Community. Let me provide some clarification about your data in QuickBooks Self-Employed.

 

Currently, a direct way to migrate the data to QuickBooks Online is unavailable. There are two ways you can perform to transfer 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. There are only certain parts of Self Employed you can download to a CSV you can not download the full file.

 

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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