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powervocals
Level 1

Can I transfer the transactions from quickbooks Self-employed to quickbooks online

 
6 Comments 6
GlinetteC
Moderator

Can I transfer the transactions from quickbooks Self-employed to quickbooks online

Yes, you can powervocals. I'm here to share some information about transferring your data from QuickBooks Self-Employed to Quickbooks Online.

 

These are two different products and there isn't an option to automatically convert the data into one another. That means you must export the file from QBSE and import it into a QBO version. I'll show how to do it:

 

  1. In the QBSE account, navigate the Transactions tab.
  2. Select the option to Download a transaction into a CSV file.
  3. Name and save the CSV file.
  4. Import your data by opening the QBO account.
  5. Select the Banking tab.
  6. Choose Upload file.
  7. Browse to the location of your saved CSV file of downloaded QBSE transactions.
  8. Map the CSV Data from QBSE into QBO.

For additional reference, please check this article: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Doing the steps above, you'll have your data imported to QBO.

 

Please reach back out to me with any additional information on migrating data in QBO. I'll be right to help.

Fiat Lux - ASIA
Level 15

Can I transfer the transactions from quickbooks Self-employed to quickbooks online

@powervocals 

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Jessica0916
Level 1

Can I transfer the transactions from quickbooks Self-employed to quickbooks online

Is there any way that we can transfer invoices over as well? Especially those that are not paid. 

Charies_M
Moderator

Can I transfer the transactions from quickbooks Self-employed to quickbooks online

 

Thanks for joining us here, Jessica0916.

 

QuickBooks Self-Employed (QBSE) and QuickBooks Online (QBO) are two different platforms. Thus, you'll want to enter the transactions manually in QBO.

 

There are two ways to enter past sales and A/R transactions like invoices. Either chronologically and in batches. Feel free to read through about entering historical information in QBO.

 

Moreover, if you plan to connect the same bank or credit card account you used in QuickBooks Self-Employed, you don't have to move the transactions. You'll just have to connect the account to QuickBooks Online. This will allow transactions to automatically download in your QBO account.

 

You can also visit our QuickBooks Help Articles page if you need some reference in completing your other tasks.

 

Feel welcome to reach out to me again with any questions you may have and I would be more than happy to help.

coryazproscents
Level 1

Can I transfer the transactions from quickbooks Self-employed to quickbooks online

Just to clarify. There is NO way to (in a timely simple fashion) move ALL products/services, customers, or invoices, all at once, from QuickBooks Self-Employed to QuickBooks Plus.  Am I correct?

Mark_R
Moderator

Can I transfer the transactions from quickbooks Self-employed to quickbooks online

Yes, you're correct, @coryazproscents.

 

As mentioned by my peer Charies_M above, QuickBooks Self-Employed and QuickBooks Online (QBO) are different platforms. You'll have to enter all the data from QBSE into your QBO account manually

 

Once you're ready to transfer your data to QBO, you can read through this article to learn more on how to get started: Getting started with QuickBooks Online.

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by, @coryazproscents.

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