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Level 1

I want to upgrade from Quickbooks Self Employed to Quickbooks Online. However I need to still be able to see self assessment reports, including NI and tax owed as I'm a sole trader. How do I do this.?

 
2 REPLIES 2
QuickBooks Team

I want to upgrade from Quickbooks Self Employed to Quickbooks Online. However I need to still be able to see self assessment reports, including NI and tax owed as I'm a sole trader. How do I do this.?

Thanks for the interest in upgrading your subscription, @zrservices-proto.

 

Currently, self-assessment reports are unavailable in QuickBooks Online (QBO). This is because QBO and QuickBooks Self-Employed (QBSE) are two different platforms with varied functionalities.

 

To learn more about it, you can check out this handy article: QuickBooks plans comparison.

 

Once you've decided to switch your subscription, you can follow steps 2 to 3 in this article for the detailed instructions: Upgrade QuickBooks Self-Employed to QuickBooks Online.

 

For now, I recommend downloading or exporting your tax reports to keep a copy on hand for future use. Here's how:

 

  1. Go to the Reports menu.
  2. Select the tax reports you want.
  3. Click the Download link or the export icon to continue.
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Also, you can visit our QuickBooks Blog page to keep up with the latest news and product updates.

 

Lastly, you can cancel your QuickBooks Self-Employed subscription in case you no longer need it.

 

You're always welcome to comment back if you have some follow-up questions regarding this. I'd be glad to answer them for you. Have a good one.

Level 15

I want to upgrade from Quickbooks Self Employed to Quickbooks Online. However I need to still be able to see self assessment reports, including NI and tax owed as I'm a sole trader. How do I do this.?

@zrservices-proto 

If you have to open a new QBO account, make sure to click the Buy button to get the discounted price for up to 6 months. If you purchase from the Trial account, you have to pay the regular rate.

https://quickbooks.grsm.io/UK