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celia6
Level 1

I need to change my account from QuickBooks Self-employed to Simple Start with Payroll. What are the steps to do that?

 
4 Comments 4
JessT
Moderator

I need to change my account from QuickBooks Self-employed to Simple Start with Payroll. What are the steps to do that?

Good day to you, Celia!

 

Hope you're having a fantastic day! Please know that QBSE and QBO have different structures because QBO uses double-entry accounting while QBSE does not. For this reason, we're unable to move your data to QBO, but I'll share information to guide you in setting up your QuickBooks Online and Payroll accounts.

  1. Follow this link: https://quickbooks.intuit.com/pricing/
  2. You can directly select Simple Start and pay with 50% off, or enable the Free trial switch first before selecting it.
  3. Choose among the Payroll plans as an add-on. Though it goes with the setup, it's a separate subscription.
  4. Review the products you chose and click Checkout.
  5. On the next page, enter your email address to sign in. The system will detect if you have an existing Intuit account and ask you to sign in instead. Basically, it's the one you use when signing in to QBSE.
  6. Follow the on-screen instructions till you finish the setup.

Once you're done with the setup, you can connect your credit card and bank accounts to download your transactions. Then, add them to your books. This is way better than having to enter each of them. You can check out the video tutorials for your visual reference.

 

By the way, please don't forget to cancel your QBSE subscription once you start working in QBO.

 

Let me know if you're all set. I'm always here to ensure that you're comfortable with your new platform.

Fiat Lux - ASIA
Level 15

I need to change my account from QuickBooks Self-employed to Simple Start with Payroll. What are the steps to do that?

@celia6 

Open a new blank QBO account

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

then visit the following reference

https:// quickbooks.intuit.com/learn-support/en-us/product-preferences/switch-from-quickbooks-self-employed-to-quickbooks-online/01/369511#M6936

BDF120
Level 1

I need to change my account from QuickBooks Self-employed to Simple Start with Payroll. What are the steps to do that?

Is there any updates to this reply? This was from a few years back.

4Gal
Level 10

I need to change my account from QuickBooks Self-employed to Simple Start with Payroll. What are the steps to do that?

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