Good day to you, Gabby. I'm here to provide some information about moving your QuickBooks Online (QBO) data to QuickBooks Self-Employed (QBSE).
Please note that you cannot directly switch or migrate data from QBO to QBSE because they're different programs that are designed for different types of businesses. You'll have to export your data from QBO, create a new company in QBSE, and import your data into it.
To switch to QBSE, you can cancel your current QBO Simple Start subscription. To ensure you can still access your company information, export your chart of accounts, products and services, reports, customers, and vendors to Excel before canceling your current subscription. Here's how:
- Log into your QBO Simple Start account.
- Go to Settings and select Export data.
- On the Reports tab, set the date range.
- Add or remove items from the Reports and Lists tabs by turning the switch on or off.
- Click Export to Excel.
For more details about the process, please refer to this article: Export reports, lists, and other data from QuickBooks Online. Once exported, you can cancel your QBO subscription by following the steps in this article: Cancel your QuickBooks Online subscription or trial.
After that, please go to this link to create your QBSE account: https://quickbooks.intuit.com/self-employed/#pricing.
Moreover, since some features in QBO aren't available in QBSE, you can check this article to learn more about the limitations and how you can import your transactions to the program:
Please let me know how it goes after switching from QBO to QBSE by dropping a comment below. I'm always here to provide additional assistance. Have a great day ahead!
