Let me guide you on how to get this done, Atkins.
To move your QuickBooks Self-Employed (QBSE) data to QuickBooks Online (QBO), you can download your transactions in a CSV file and upload them into QBO. Here's how:
- In QBSE, select the Transactions menu.
- Choose the transaction types, accounts, and time period you want to download from the dropdown menus.
- Select the download icon at the top of the transaction list.
- Save the file somewhere that's easy to find, like your Windows desktop.
For other options on how to move your Self-Employed data, see the Switch from QuickBooks Self-Employed to QuickBooks Online article for the steps and details. You can also import bank transactions using Excel CSV Files into QBO.
Feel free to visit our Bring in your data page for more insights about import your data into QBO.
This will take you in the right direction today. I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. Take care always.