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Jake-Sullenger
Level 1

Is there a way to transfer all my data from QB online to QB self-employed?

 
Solved
Best answer March 30, 2021

Best Answers
RCV
QuickBooks Team
QuickBooks Team

Is there a way to transfer all my data from QB online to QB self-employed?

Good day, Jake-Sullenger.

 

The option to transfer your data from QuickBooks Online (QBO) to QucikBooks Self-Employed (QBSE) is unavailable. We can only move your QBSE data to QBO. You'll want to export bank transactions using a .CSV file and import them into QBSE. You can check this article on how to export list data in QBO. Then, import your .CSV file into QBSE:

  1. Click on the Gear icon.
  2. Choose Imports.
  3. Select an account and click on the Import older transactions link under Action.
  4. Follow the instructions onscreen to finish importing your data.
  5. Click Import.

 

You can also add and connect your bank with QBSE. You'll want to check for a third-party application that can help you transfer your data to QBSE. Just check out the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/. Any questions about integrating the app into your Online account are best handled by the third-party app provider.

 

To keep updated with any upcoming QuickBooks updates and enhancements, feel free to visit these blogs:

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one. 

View solution in original post

3 Comments 3
Fiat Lux - ASIA
Level 15

Is there a way to transfer all my data from QB online to QB self-employed?

No. QBSE is a stand alone product.

https:// quickbooks.grsm.io/US
https:// quickbooks.grsm.io/us-promo

 

RCV
QuickBooks Team
QuickBooks Team

Is there a way to transfer all my data from QB online to QB self-employed?

Good day, Jake-Sullenger.

 

The option to transfer your data from QuickBooks Online (QBO) to QucikBooks Self-Employed (QBSE) is unavailable. We can only move your QBSE data to QBO. You'll want to export bank transactions using a .CSV file and import them into QBSE. You can check this article on how to export list data in QBO. Then, import your .CSV file into QBSE:

  1. Click on the Gear icon.
  2. Choose Imports.
  3. Select an account and click on the Import older transactions link under Action.
  4. Follow the instructions onscreen to finish importing your data.
  5. Click Import.

 

You can also add and connect your bank with QBSE. You'll want to check for a third-party application that can help you transfer your data to QBSE. Just check out the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/. Any questions about integrating the app into your Online account are best handled by the third-party app provider.

 

To keep updated with any upcoming QuickBooks updates and enhancements, feel free to visit these blogs:

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one. 

Jake-Sullenger
Level 1

Is there a way to transfer all my data from QB online to QB self-employed?

Thank you

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