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Level 1

Questions on importing transactions from a different QuickBooks account

Just started with QuickBooks at the beginning of this year. I have been using QuickBooks online up until yesterday, when I started using QuickBooks self-employed.


Is there a simple/easy method for importing my transactions from the online account into my new self-employed account?

2 Comments 2
Fiat Lux - ASIA
Level 15

Questions on importing transactions from a different QuickBooks account

QBSE is a stand alone product and you are unable migrating data from your QBO account. You have to import the transactions manually from your bank or utilize a 3rd party tool to help.



Questions on importing transactions from a different QuickBooks account

Hello there, @APP-WI!


@Fiat Lux - ASIA is correct. The option to import transactions from QuickBooks Online (QBO) to QuickBooks Self-Employed (QBSE) is not available.


But you can download a CSV file of transactions from QBO and manually import them to your QBSE account. I'll show you how to accomplish this.


  1. Access your QuickBooks Online account.
  2. Go to Reports.
  3. Enter Transaction Detail by Account in the Search address.
  4. Select Customize.
  5. Under Filter, choose Account.
  6. On the Account menu, choose the name of your bank or credit card account.
  7. Click Run report.
  8. Select the Export icon.
  9. Click Export to Excel.


From here, open the Excel file and remove the unnecessary columns. Make sure to data under the DateDescription, and Amount columns are correct before saving the CSV file.


Once done, import your transaction into your QBSE account using the steps in this article: Add Older Transactions to QuickBooks Self-Employed.


You may also read through this article that'll help review your transactions after uploading the file to put them in the correct accounts: Categorize and Match Online Bank Transactions in QuickBooks Self-Employed.


If there's anything else that I can help you with aside from working with your bank account and transactions, please let me know by commenting below. I'll be around ready to assist you. Take care always!

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