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Join nowRight 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?
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:
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.
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.
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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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