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Level 1

How to a change from Simple Start to Self Employed?

3 Comments 3

How to a change from Simple Start to Self Employed?

Welcome, @brookfieldphotog.


It's a pleasure to see you here in the Community. I can help change your subscription from QuickBooks Online (QBO) Simple Start to QuickBooks Self-Employed (QBSE).


While QBO gives you the option to upgrade your service, you can't migrate directly to QBSE. This is because they're totally different programs and are designed for different types of businesses.


To switch over to QBSE, you need to cancel the existing QBO Simple Start subscription and create a new company in QBSE. To make sure that you still have a copy of your company information, I'd highly recommend exporting your chart of accounts, products and services, reports, customers and vendors to Excel before canceling your current subscription.


To export them to Excel, here's how:


1. Log into your QBO Simple Start account.
2. Go to the page with the information that you're wanting to download.
3. Look for the Export to Excel icon (a square with an arrow curving out of it).




For your reference, you may check out this article for further guidance: Export then import list data into QuickBooks Online. Once exported, you can now cancel your QBO subscription by following the steps laid out on this article: How to cancel your subscription.


After that, please go to this link to create your QBSE account: Just in case you need it, you may visit these articles that can help you learn how to navigate the program:



That should help you switch from QBO Simple Start to QBSE. Please let me know how it goes or if I can be of additional assistance. I'd be glad to answer should you have any follow-up questions. Wishing you and your business continued success.

Level 1

How to a change from Simple Start to Self Employed?

I'm surprised to see this topic is not more popular!


I can't even find a video on how to change from QBO to QBSE.  


What happens to all the receipt images we have stored?

Fiat Lux - ASIA
Level 15

How to a change from Simple Start to Self Employed?


You are unable migrate data from QBO to QBSE. You may open a new blank QBSE account and run the bank feeds.




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