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priddiscreekcons
Level 1

Can I switch my quickbooks online account to a quickbooks solopreneur account?

There are features of the solopreneur account that I would like to be able to use, so I need to switch. But I the webpage freezes when I go to manage my subscription.
7 Comments 7
4Gal
Level 11

Can I switch my quickbooks online account to a quickbooks solopreneur account?

QBSP is a stand alone product. As I know you can't migrate data from QBO/QBD to QBSP. You can convert data to QBD and use the trial version to access your historical data for good. Then you will start from scratch in QBSP.

GebelAlainaM
QuickBooks Team

Can I switch my quickbooks online account to a quickbooks solopreneur account?

Hello there, priddiscreekcons.

 

Let me share additional details about your concern.

 

I agree with 4Gal. The option to switch from QuickBooks Online (QBO) to QuickBooks Solopreneur is unavailable. This is because they're different programs that are designed for different types of businesses. Also, there are features in QBO that don't apply to QuickBooks Solopreneur. 

 

QuickBooks Solopreneur is designed for one-person businesses that may or may not use 1099 contractors. On the other hand, QBO is for small business owners. This has accounting and bookkeeping features to help you in managing your business.

 

Additionally, if you are looking to switch from QBO to QuickBooks Solopreneur, you'll need to cancel your current subscription. Then, sign up for QuickBooks Solopreneur and manually import your data.

 

I'm leaving these articles if you want to use QuickBooks Solopreneur and how it’s different from similar QuickBooks products:

 

 

Keep me posted if you have clarification or additional information on managing your QuickBooks account. I'm always here to help you.

KyleLounsbury
Level 1

Can I switch my quickbooks online account to a quickbooks solopreneur account?

QuickBooks should make this SIMPLE!!  We are entrepreneurs...we don't need it to be complicated.  Please add this option.  Thank you!  

LeizylM
QuickBooks Team

Can I switch my quickbooks online account to a quickbooks solopreneur account?

Switching from QuickBooks Online to QuickBooks Solopreneur is a great functionality, Kyle. 

 

While this feature is unavailable in QuickBooks, I'd recommend sending a feature request directly to our Product Development team. They're always looking for ideas to consider on how to improve QBO.

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.Capture.PNG

 

You can also track feature requests through the Customer Feedback for QuickBooks Online website.

 

If you need to explore our new product with more advanced features, you can read this article: Introduction to QuickBooks Solopreneur.

 

This thread is always open if you have additional questions or concerns about your QuickBooks Solopreneur. We'll make sure to get back to you as soon as possible. Take care!

lahmilton
Level 1

Can I switch my quickbooks online account to a quickbooks solopreneur account?

Can you clarify how I can keep my data if I switch from QBO to Solopreneur?  Our business has changed and I don't need the QBO features anymore, but I don't want to lose all of my data

Chrea
Level 8

Can I switch my quickbooks online account to a quickbooks solopreneur account?

@lahmilton 

You can convert data from QB Online to QB Desktop and use the trial version to access your archive file for good. Then you will start from scratch in QBSP. You can contact @Fiat Lux - ASIA for details.

Erika_K
QuickBooks Team

Can I switch my quickbooks online account to a quickbooks solopreneur account?

Thank you for joining this thread, lahmilton. I’d like to clarify how you can retain your data while transitioning from QuickBooks Online (QBO) to QuickBooks Solopreneur.

 

Switching from QBO to QuickBooks Solopreneur isn't available. It's important to note that these are distinct programs designed for different business needs, which means that certain features available in QBO may not be present in QuickBooks Solopreneur.

 

In line with this, you'll need to export your data from QuickBooks Online and manually import it into the QuickBooks Solopreneur software. For any data that cannot be transferred to Solopreneur, save it locally first. This will ensure easy access to it for future reference and sharing.

 

I'll guide you on how you can export your data:

 

  1. Go to Settings, and in the TOOLS column, hit Export data.
  2. Choose It's a backup for the reason for exporting, then select Continue.
    image.png
  3. Set the date from the Pre-selected date ranges dropdown menu.
  4. Add or remove items from the Reports and Lists tabs by turning the switch on or off.
  5. Click Export to Excel, then OK.

 

Moreover, you'll need to cancel your current QBO subscription. Then, sign up for QuickBooks Solopreneur and manually import your data.

 

I'll also provide a selection of resource guides to help you learn more about QuickBooks Solopreneur and effectively manage your QuickBooks Online subscription:

 

 

Have more questions about converting data between QuickBooks software? Our Community team is ready to help. Feel free to post your inquiries below.

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