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How can I migrate my information from QB Self-employed to QB Online?

Today I upgraded from QB Self Employed to Online. The salesperson I chatted with recommended this. I was trying to merge/sync my QB data to my TurboTax form. She told me 

1) I could do this with Online, but not SE. 

2) I could upgrade to Online and import all my SE data. 

3) I could then import my info to TurboTax. 

Right now all I want to do is get my SE info to O so I can get moving. Currently I'm stuck. 

Thanks in advance, 

Matt. 

Solved
Best answer 10-15-2018

Accepted Solutions
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Hi redheaddiesel, QuickBooks Online Self-Employed is diff...

Hi redheaddiesel,

QuickBooks Online Self-Employed is different from other types of QuickBooks products. There isn't a way to automatically convert the data from QuickBooks Self-Employed into another QuickBooks product. 

You can download a .csv file for your transactions and import them to QuickBooks Online Simple Start, QuickBooks Online Essentials, or QuickBooks Online Plus. Please check this article for more information: https://selfemployed.uservoice.com/knowledgebase/articles/453178.

Feel free to visit the Community if you need more help.

Have a good one!

11 Comments
Highlighted
Not applicable

Hi redheaddiesel, QuickBooks Online Self-Employed is diff...

Hi redheaddiesel,

QuickBooks Online Self-Employed is different from other types of QuickBooks products. There isn't a way to automatically convert the data from QuickBooks Self-Employed into another QuickBooks product. 

You can download a .csv file for your transactions and import them to QuickBooks Online Simple Start, QuickBooks Online Essentials, or QuickBooks Online Plus. Please check this article for more information: https://selfemployed.uservoice.com/knowledgebase/articles/453178.

Feel free to visit the Community if you need more help.

Have a good one!

OIM

Mike, when does Intuit think they will sync their apps?

Mike, when does Intuit think they will sync their apps?
Not applicable

Hi robwebber, Currently, we don't have an exact time fra...

Hi robwebber,

Currently, we don't have an exact time frame of when this would be available. However, sending feedback to our engineers would help us identify the features you want most. You can send your feedback by clicking on the Company Gear icon and selecting Feedback.

 If you have any other concerns, don't hesitate to let us know. Thank you for visiting the Community!
Established Member

Re: Hi redheaddiesel, QuickBooks Online Self-Employed is diff...

Hi,

 

The link to the article goes to a blank page for me. Could you check and repost the link please?

 

Thanks!

QuickBooks Team

Re: How can I migrate my information from QB Self-employed to QB Online?

Greetings, SpaceAndFlow.

 

I can help you access the page to view articles.

 

You can visit the link I've attached below to view articles related to QuickBooks Self-Employed:

 

QuickBooks Self-Employed Knowledge Base

 

If it still goes to a blank page, you can try to use a different supported browser. This will help us determine if the problem is browser related.

 

If you want to send a feedback about the product, you can visit the link below:

 

https://selfemployed.uservoice.com/forums/242769-general

 

Let me know if you need further assistance concerning the links. I'll be around for you.

Experienced Member

Re: How can I migrate my information from QB Self-employed to QB Online?

The link is also blank for myself - can you provide a better link? I’m also interested in moving from SE to QBO.

Moderator

Re: How can I migrate my information from QB Self-employed to QB Online?

Your thoughts about the product is important to us, Amanda. 

 

This would help our Product Development Team know what are the things the needs improves to suit your needs. I'll let them know about these ideas so they can put it into consideration for future product updates.

 

For now, we can export your transactions from QuickBooks Self-Employed through this article:

Export Transactions and Trips to .CSV.

 

Then, import them to QuickBooks Online manually. You can refer to this article for the detailed steps and additional information: How To Import Bank Transactions Using Excel CSV Files.

 

Otherwise, you'll want to enter the transactions  one at a time.

 

For the existing lists, you can export and import them by following this article: Export then Import List Data into QuickBooks Online.

 

I'll be right here if you need anything else.

Active Member

Re: Mike, when does Intuit think they will sync their apps?

This is stupid.  Why in the world would these two products not communicate?!

I don't want to pay all this money and spend the time entering data in the field on QB Self Employed to only have to do the same data entry when I get home.  What is going on? 

 

OLT
Experienced Member

Re: Mike, when does Intuit think they will sync their apps?

I completely agree. I used QBSE for all of 2018 downloaded all of my transactions and when I started importing data to QBO it was completley useless. 

 

I've just spent the last 3 hours importing data manually to QBO so I can hopefully get my taxes done today.

 

QUICKBOOKS, you need to create an easy way to import data from QBSE to QBO, keeping my data in QBSE for a year was pointless after all of this work.

Active Member

Re: Mike, when does Intuit think they will sync their apps?

Same!! 

 

This doesn't make much sense that they don't link. My biggest issue is with Invoices. If I have created an Invoice in QB Online how do I get QBSE to see that same invoice as an invoice??

 

Does QB online connect to TurboTax?? I would just rather ditch SE if it isn't helpful and Online has Tax links. 

 

The double work is frustrating for a start-up company because it seems to be a waste of efforts and not very efficient for a small business owner. 

 

Would really appreciate a time table for the upgrade/connection. 

QuickBooks Team

Re: Mike, when does Intuit think they will sync their apps?

Hello there, pegasusqc,

 

QuickBooks Online and QB Self-Employed are two different products. We appreciate your feedback and suggestions.

 

QB Online connection with TurboTax is unavailable. It's only QBSE which offers to export your data directly to TurboTax.

 

You can check out this article for more information: Send your tax info to TurboTax Online (Self-Employed or Live).

 

Let me know if you have additional questions.