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rachelgrimes38
Level 1

Change plan from quickbooks online to quickbooks self employed

Right now I have the quickbooks online- simple start plan, but I realized I should have purchased the self-employed plan. Under the billing & subscription tab, there is only the option to upgrade to essentials, plus, or advanced, but no option to switch to the self employed or self employed w/ turbo tax. I only purchased a subscription to keep a record of my income and expenses and to easily migrate this data into turbotax, so the "quickbooks online simple start" is not what I need right now. How to I migrate my data into a new subscription without having to do everything all over again? 

3 Comments 3
katherinejoyceO
QuickBooks Team

Change plan from quickbooks online to quickbooks self employed

Hi there, @rachelgrimes38.

 

Thanks for asking us here in the Community. As an insight, migrating information from QuickBooks Online (QBO) to QuickBooks Self-Employed (QBSE) is currently unavailable. 

 

What you can do is subscribe to QBSE and cancel your QBO account to avoid double charges. 

 

From there, you can export the transactions from QBO and import them through .CSV File into QBSE.

 

Here's how to import your .CSV file into QBSE:

 

  1. In your new QBSE account, go to the Gear Icon
  2. Choose Imports, then click Imports old transactions on the right for the account you want the transactions to belong to.
  3. Follow the instructions onscreen to finish importing your data, then select Import.

 

For additional reference, check out this article: Manually import transactions into QuickBooks Self-Employed.

 

Here are some of the interesting articles about QBSE and how it works with TurboTax: 

 

 

Keep in touch if you have additional questions by dropping a comment below. I'd be delighted to help. 

 

Fiat Lux - ASIA
Level 15

Change plan from quickbooks online to quickbooks self employed

@rachelgrimes38 

QBSE and QBO are 2 different products. You have to open a new blank QBSE account and run the bank feeds again or import the bank statement files manually.

https:// quickbooks.grsm.io/US

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katherinejoyceO
QuickBooks Team

Change plan from quickbooks online to quickbooks self employed

Hi there, @rachelgrimes38.

 

Hope you’re doing great. I wanted to see how everything is going about changing your QBO plans to QBSE concerns you had yesterday. Was it resolved?

 

Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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