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natalie41
Level 1

Can I make journal entries in the Self-Employed version, and also reconcile bank statements?

 
6 Comments 6
GlinetteC
Moderator

Can I make journal entries in the Self-Employed version, and also reconcile bank statements?

Hello, natalie41.

 

Let me share some insights about your concerns in QuickBooks Self-Employed (QBSE).

 

Creating Journal entries and reconciling bank accounts are unavailable in QuickBooks Self-Employed. These features are only available in QuickBooks Online and Desktop versions. You can only add your transactions, miles, and invoices in QBSE.

 

I've got you an article to learn more about the different versions of QuickBooks products that can help you manage your specific business needs: See which version of QuickBooks is right for you.

 

Also, I've included a link to learn the basics of Quick Books Self-Employed: QuickBooks Self-Employed Overview.

 

Please let me know if you have any questions about your account by commenting below. I'll be right here to help.

Fiat Lux - ASIA
Level 15

Can I make journal entries in the Self-Employed version, and also reconcile bank statements?

@natalie41 

Consider switching to QB Online.

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

https:// quickbooks.grsm.io/us-promo-6months

 

KatPalmer
Level 1

Can I make journal entries in the Self-Employed version, and also reconcile bank statements?

I'm hoping you can help me.  My husband is a self employed electrician and we are trying to do his books at home.  He purchased QBSE and I'm finding it lacks many of the features I'm accustomed to using QB online at my job.  The issue is that we are trying to prepare his 2021 taxes, and have entered all the 2021 transactions to provide our CPA with to prepare returns, but I want to upgrade to QB  online and am concerned about losing the years with of data.  Does this easily export if we upgrade?  How do I export?

KatPalmer
Level 1

Can I make journal entries in the Self-Employed version, and also reconcile bank statements?

I'm hoping you can help me.  My husband is a self employed electrician and we are trying to do his books at home.  He purchased QBSE and I'm finding it lacks many of the features I'm accustomed to using QB online at my job.  The issue is that we are trying to prepare his 2021 taxes, and have entered all the 2021 transactions to provide our CPA with to prepare returns, but I want to upgrade to QB  online and am concerned about losing the years with of data.  Does this easily export if we upgrade?  How do I export?

Fiat Lux - ASIA
Level 15

Can I make journal entries in the Self-Employed version, and also reconcile bank statements?

@KatPalmer 

Prepare your new blank QBO account and visit the following reference

https:// quickbooks.intuit.com/learn-support/en-us/help-article/cancel-products-services/switch-quickbooks-self-employed-quickbooks-online/L2jGln5F1_US_en_US

 

Rose-A
Moderator

Can I make journal entries in the Self-Employed version, and also reconcile bank statements?

Welcome to the Community, KatPalmer.

 

I'd be pleased to provide you the step-by-step process of exporting your data from QuickBooks Self-Employed. Here's how:

 

  1. Go to the Transactions menu.
  2. Use the TypeAccount, and Time period ▼ dropdowns to sort the transactions.
  3. Select the Export icon. Note: Receipts aren't exported. You can download them from specific transactions. Or go to the Reports menu and download all of your receipts for specific tax years.

You can get more details about this in the following article: Export transactions and get reports in QuickBooks Self-Employed.

 

Additionally, you can go through these write-ups to know more about the difference between the two platforms as well as their features:

 

Switch from QuickBooks Self-Employed to QuickBooks Online

QuickBooks Comparison Chart

 

I encourage keeping us posted if there's anything else I can help you with. I'm always here to help you out.

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