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gaynao
Level 1

Will receipts be migrated into Quickbooks now I’ve changed from self employed to new app?

 
1 REPLY 1
jenop2
QuickBooks Team

Will receipts be migrated into Quickbooks now I’ve changed from self employed to new app?

Yes, they will, gaynao. I’ll provide additional details to assist you with your transition from QuickBooks Self-Employed to the new app.

 

Specifically, the following types of data will be transferred automatically when you upgrade to QuickBooks Sole Trader:

 

  • Customers
  • Invoices
  • Trips
  • Product and Services
  • Bank Connections
  • Transactions
  • Receipts 

 

For more comprehensive information about this process, I recommend checking out this article: Switch from QuickBooks Self-Employed to QuickBooks Sole Trader.

 

To further assist you in becoming familiar with the new app or version of QuickBooks that's designed for self-employed individuals and freelancers, I'd like to recommend the following resources:

 

 

Remember, you can always seek assistance in the Community forum if you have questions while using QuickBooks to manage your freelancing business transactions. It’s a great place to find support and answers to your inquiries.

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