Hello billing-mellenni! Thanks for posting your question about moving your bookkeeping from QBO to QBSE. I'm happy to help provide some guidance.
QuickBooks Online and QuickBooks Self-Employed are two separate software platforms with different features and capabilities tailored to their target users.
Because they are distinct products, there is no direct way to move or convert your QuickBooks Online data and subscription over to a QuickBooks Self-Employed account.
If you are looking to switch from QuickBooks Online to QBSE, you'll need to cancel your current subscription. Then, sign up for QuickBooks Self-Employed. Let me share the steps for the entire process.
First, cancel your QBSE subscription so you don't maintain duplicate subscriptions. Here's an article as a guide: Cancel Your QuickBooks Online Subscription Or Trial.
Second, create a QBSE account on this website: https://quickbooks.intuit.com/self-employed/.
Lastly, review your tax set up and add your transactions to the program. Use these articles as your guide:
You can also check out this article for more details on how you can use QBSE for your small freelancing and small business: Overview Of QuickBooks Self-Employed
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While not an automated transition, those articles guide switching platforms. Please feel free to reference them if you move forward with canceling QBO and starting fresh with Self-Employed.
Please know this Community forum is always here if you require any further assistance as you get started tracking income and expenses in QuickBooks Self-Employed, billing-mellenni. Our team is ready and willing to answer questions, provide tips, troubleshoot issues, or explain features as you begin leveraging QBSE for your finances.
