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dogbyteman
Level 1

Can I import my 2020 Desktop Pro data into Quickbooks Self Employed?

Self employed is pretty much asking me to start over when I've used Quickbooks for 20 years,.
2 Comments 2
Fiat Lux - ASIA
Level 15

Can I import my 2020 Desktop Pro data into Quickbooks Self Employed?

No. QBSE is a stand alone product. You can only able to convert data from QB Desktop to QB Online. Otherwise, buy QB Desktop 2023 Pro Plus to upgrade your version.

SarahannC
Moderator

Can I import my 2020 Desktop Pro data into Quickbooks Self Employed?

Hello there, dogby. I'm joining this thread to provide further details.

QuickBooks Desktop (QBDT) and QuickBooks Self-Employed (QBSE) are different platforms. Fiat Lux - ASIA is right. In additional to that, you may consider using QBO. Doing this let you migrate your data directly from  QBDT to QBO.

 

If you won't consider using QBO, starting from scratch is necessary because importing other information from QuickBooks Desktop isn't possible due to features differences.

Still, you can export bank transactions from your QuickBooks Desktop company and import them into QBSE using CSV file. Here's how you can import your bank transactions:

 

  1. Navigate to the Gear icon and choose Import transactions.
    import.PNG
  2. Pick the Import transactions function.

    im.PNG
  3. Follow to the instructions provided on the screen to upload your CSV file.
  4. Finally, click on the Import button to proceed.

 

It's important to note that for other details, you'll need to input them manually in your QBSE account.

 

I am available to assist you throughout the entire process. If you have any additional questions or if there's anything else you're unsure about, feel free to post them here. I'll help you right away.

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