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Join nowQBSE is a stand alone product. No migration path yet.
Hi edward7,
Welcome to the Community. At the moment, you can only import your data manually from QB Self-employed (QBSE) to your QB Online Plus (QBO).
First off, you'll need to download and save your QBSE data such as reports and transactions. Here's how:
To download all your transactions, make sure to save it in a CSV file. Here's how:
Here's an article to guide you about formatting CSV file format and how to import them in QBO.Import bank transactions using Excel CSV files.
Once done, follow the steps outlined in Step 4: Move your downloaded transactions to QuickBooks Online in this help article: Switch from QuickBooks Self-Employed to QuickBooks Online.
Keep me posted if you have more questions about the process. I'm always around to further assist.
Hello Dear
I just want to be sure that if i will use the QB plus online all 5 users will be linked with the same data at the same time ?
and would like to make sure if i will buy this offer the total users will be 5+1 ( accountant )=6 users?
many thanks for your help
Good morning, @Mody.
Thanks for joining this thread. Allow me to share some information about the QuickBooks Online (QBO) Plus subscription.
For QuickBooks Plus, you're allowed to add up to five users for free, plus two accountant users. When you go to set up those users, they're different levels of access for users. They can work with customers, sales, vendors, and expenses. You can choose all five users to have all access to view everything or limited access.
For more detailed information about setting up users in QBO, you can refer to this article: User types and user permissions in QuickBooks Online.
Also, you can check out this article for future reference with getting started: Getting started with QuickBooks Online.
Feel free to comment below if you have any more questions. I'm always here to help. Have a good rest of your day!
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