You can directly copy your QuickBooks Self-Employed (QBSE) data to QuickBooks Online (QBO) Simple Start,
@samsconst. Let me share the steps below to achieve this seamlessly.
While you can easily move the data to QBO, please keep in mind that there's no way to return to QBSE after the process. Thus, you’ll want to save all your financial reports for safekeeping. Here’s how:
- Go to Reports.
- From the Tax details section, select a tax year.
- Click Download.
- Download a report for each year available in QuickBooks.
- Repeat these steps for your Profit and Loss, Mileage Log, and Receipts.
Once you’re done, follow these steps on a computer if you want to proceed with switching programs:
- Go to Settings, then click Upgrade from the Profile column.
- Select Choose plan for the one that you prefer.
- Review the changes in features, then select Sounds good.
- If you wish to copy your data to QBO, choose Bring my data. If not, pick Start Fresh.
- Review the summary of data that you’ll move to QBO.
- Click Continue, then To QuickBooks Online!
- Double-check your payment method, then select Change plan. If you need to change it, tap ✎ Edit.
- Confirm a few details about your business to start using QBO.
After the migration process, feel free to save these resources to assist you in customizing your QBO account to your specific needs:
I'm all ears and ready to provide further support with switching from QBSE to QBO or anything else you need help with. Just leave your reply below, and I'll be right with you.
