I need to transfer the information from my quickbooks self-employed to my new quickbooks online

Welcome to the Community, @trenttomlin.

I’m here to help you transfer your data from your QuickBooks Self-employed account to QuickBooks Online.

Before you start, I recommend saving your financial reports first to have a record. I’ll show you how:

1. In QuickBooks Self-Employed, go to the Reports menu.
2. In the Tax details section, select a tax year.
3. Click Download to get a Tax Details report.
4. Download a report for each tax year.

Once done, you’ll want to download your transactions in a CSV file and upload them into QuickBooks Online. Here's how:

1. Go to the Transactions menu.
2. Select the transaction types, accounts, and period you want to download from the dropdown menus.
3. Hit the download icon at the top of the transaction list.
4. Save the file.

You can check this article for additional information about the process: Switch from QuickBooks Self-Employed to QuickBooks Online. 

I also added a link that will guide you thoroughly about categorizing transactions in QBO: Categorize and match online bank transactions.

In case you need anything in the future, don’t hesitate to reach us again. Take care.

@trenttomlin 

If you have to open a new QBO account, make sure to click the Buy button to get the discounted price for up to 6 months. If you purchase from the trial account, you have to pay the regular price.

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