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Hello there, jeff jones.
Welcome to the Community. I'm here to lend a hand with your question about upgrading QuickBooks Self-Employed.
Switching over to QuickBooks Online by migrating data is currently unavailable at this time. You may need to enter the information manually into the system or try importing them using CSV files.
For additional insights into importing CSV files into QuickBooks Online and the limitations, I'm adding the articles I recommend on this:
As always, the Community is here if you have any questions regarding your subscription. Wishing you a safe and wonderful weekend.
Hello there, jeff jones.
Welcome to the Community. I'm here to lend a hand with your question about upgrading QuickBooks Self-Employed.
Switching over to QuickBooks Online by migrating data is currently unavailable at this time. You may need to enter the information manually into the system or try importing them using CSV files.
For additional insights into importing CSV files into QuickBooks Online and the limitations, I'm adding the articles I recommend on this:
As always, the Community is here if you have any questions regarding your subscription. Wishing you a safe and wonderful weekend.
How very disappointing. I’m very u happy with Quickbooks and the lack user options. This is the final straw and I’m cancelling my subscription
Hello there, @jeff jones,
I personally know there may come a time where your business expands and you need the more robust accounting features of QB Online. While this option is currently unavailable, you can switch over from QB Self-Employed to QB Online by choosing the two options below:
You can also check out these common questions about importing data.
If you haven't set up your QB Online company, you can watch these instructional videos to help you get started through this link: Getting Started. In this link, you'll get to know your dashboard and learn how to perform basic tasks while using the program.
Please know that I'm listening to your comments in QuickBooks. But, the two options above and the online version will help improve your experience not to cancel your QB subscription, @jeff jones.
You can count me in if you need anything else. Have a good day.
I pay for a service on a product that is inadequate then you ask me to data transfer because your inadequate product is incompatible with your other software, kind of ironic don’t you think!
I am having the same issue and I am also very disappointed with QB.
Hello jeff,
We are unable to offer migrations between Self Employed and our small business products as SE is based on single entry bookkeeping, whereas our small business product is based on double entry bookkeeping - this is why they are 2 very separate products. The data would not move over correctly. We apologise that you are not happy with this, however the only options available are those mentioned by my colleagues above.
Thanks,
Talia
Hello 1664PPS,
To clarify, you are wanting to upgrade from Self Employed to our small business product? We apologise that you are disappointed with QuickBooks, is that anything we can help with?
Thanks,
Talia
It's obvious that people would want to upgrade sometime.
And QB didn't see this coming?
Will be cancelling my subscription
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