Welcome to the Community, @alexander14.
I'm here to provide some information about moving your QuickBooks Self-Employed (QBSE) data to QuickBooks Online (QBO).
Please note that data cannot be directly converted from QuickBooks Self-Employed to QuickBooks Online if you originally subscribed to QBSE through the Apple App Store, but you can manually export and import key data to set up your new account.
To switch to QBO, you can cancel your QBSE subscription. To ensure you can still access your company information, export your reports, such as your Profit and Loss, Transactions, and Mileage (if applicable), to Excel before canceling your current subscription. Here's how:
- Navigate to the Transactions menu in QuickBooks Self-Employed.
- Use the dropdown menu for Type, Account, and Time Period to filter and sort your transactions as needed.
- Select the Export icon to download your transactions as an Excel spreadsheet.
Note: receipts are not included in the export. To download receipts, open specific transactions or visit the Reports menu to download all receipts for specific tax years.
Sign up for the QuickBooks Online Simple Start + Payroll plan. You can do this on the QuickBooks website. Once your QuickBooks Online account is active, decide which data you want to import. You can either:
- Use the Online Banking feature to connect your bank and credit card accounts, which will automatically download transactions.
- Or, manually upload your transaction data directly into QuickBooks Online if you prefer. Navigate to Gear icon and select Import Data to upload your files.
After you successfully set up your QuickBooks Online account and transferred your data, you can cancel your QuickBooks Self-Employed subscription through the Apple store.
Let me know how everything goes after switching from QuickBooks Self-Employed to QuickBooks Online by leaving a comment below. I'm always here to help if you need further assistance. Have a great day!
