How can I add payroll feature to my self-employed QB account?

@housepawsacupunc 

For your reference

https://quickbooks.intuit.com/products/

If you have to open a new QBO account, make sure to click the Buy button to get the discounted price for up to 6 months. If you purchase from the trial account, you have to pay the regular price.

https:// quickbooks.grsm.io/US

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Thank you! 

This answered my question! Thank you! 

Oh my god.   I followed your directions to switched to Quickbooks Online so I could do payroll and it lost all my data.  Sure I saved PDFs as you recommended, but the past two days - seriously two full working days - of sorting transactions in QB Self-employed is lost now.

Wow.  How could you be so irresponsible with your advice.  QB continues to be a nightmare.

Thanks for joining the thread and letting us know about this, @jacksond1.

I can see how this issue has impacted your workflow. I'd like to join this conversation and share some information about this. To isolate the issue, let’s try performing the browser troubleshooting steps to isolate this intermittent behavior.

Here’s how to bring up one:

• Press Ctrl + Shift + N (Google Chrome)
• Press Ctrl + Shift + P (Mozilla Firefox)
• Press Command + Shift + N (Safari)

Once opened, check if the data will show. If it works, go back to your main browser and clear the cache. I'd suggest using other supported browsers. That way, we can check if this is a browser-integrated issue.

If none of these suggestions work, I recommend contacting our QBSE Team for further assistance. They have tools to investigate the root cause of the issue and assist you in finding the missing entries.

1. From your QBSE homepage, click the Assistant from the top bar.
2. Type Talk to a human on the chat box.
3. Then select your preferred support method: Message an agent (Live chat), Call an agent or Get a callback. 

See this article for more information: Contact QuickBooks Self-Employed Support. 

I’m also attaching these articles that you can use for reference. These links can guide you in navigating around your QBO account:

• Getting Started
• Video tutorials for QuickBooks Online

 If you have any other concerns, post a comment below. I’ll jump right back to help and make sure you’re taken care of. Take good care.

If we do not want to convert but are looking for a proper way to categorize payroll expenses what should we choose?

I got a list of categories you can use as reference, mortiz6581.

QuickBooks Self-Employed matches it to a line on your Schedule C. While we can't provide the exact business preference you use in tracking your payroll expenses, you can check out this article for more info: Schedule C and expense categories in QuickBooks Self-Employed. You might want to drill down to each section like Taxes and licenses.

Once you're ready, you can use this link on how to categorize your payroll expenses: 

1. Click the Transactions menu.
2. Select the transaction to categorize or click Add transaction to start recording.
3. Enter the transaction details and click the TYPE. Then, click Select a category.
4. Click the main category and then select the correct one.
5. Select Save.

I've also added this link that has detailed information on what we can do with QuickBooks Self-Employed and how to manage your taxes: QuickBooks Self-Employed Overview

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day!

If I’m self employed/sole trader with one employee, should I be using QuickBooks self employed?

Thank you for posting here in the Community for clarifications, @Susan5572.

Let me share some insights about the difference between QuickBooks Self-Employed and QuickBooks Online.

QuickBooks Self-Employed is designed for independent contractors, freelancers, and self-employed individuals. This allows you to keep track of your income, expenses, mileage, and tax information and prepare your Schedule C.

On the other hand, QuickBooks Online is designed for small business owners. Accounting and bookkeeping features are included to assist you in handling your business.

Please keep in mind that you will not be able to track contractor payments or file 1099s in QuickBooks Self-Employed, as you can in QuickBooks Online.

Moreover, here’s an overview of each product, service, and version so you can determine which is most suitable for you: Compare QuickBooks Products.

I've also included some articles so you can decide better what to choose:

• QuickBooks Self-Employed Overview
• Get started and adjust settings after you sign up for QuickBooks Online

Let me know if you have further questions about QuickBooks, you can always tap me here in the Community. Have a great day!

@Susan5572 

For your reference

https:// quickbooks.intuit.com/learn-support/en-us/product-preferences/choose-the-right-version-of-quickbooks/00/369506

Consider to use QB Online

https:// quickbooks.grsm.io/US

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

Can I have both until Dec our already existing quick books self employed and then a newer quickbooks to have the payroll part?

Thank you so much.

can I ask another quick question can I transfer all existing info from one account to another ? 
just do if we go switch we have all the existing info for our taxes snd all previous yrs for audits 

I appreciate you participating in this conversation, Jigsaw. Let me share my insights about transitioning from QuickBooks Self-Employed (QBSE) to QuickBooks Online (QBO). 

Yes. You can keep your QBSE and QBO Payroll accounts as long as both subscriptions are active. When they're canceled, you have read-only access to your data for one year after the cancellation.

If you require enhanced features, like payroll, to keep up with your bookkeeping, you may also upgrade to QBO. I'll walk you through the process.

First, download all your reports from QBSE for an extra copy. Here's how:

1. Go to Reports.
2. Select a tax year from the Tax Details section.
3. Select Download. 
   
   
    
   

Repeat these steps for your Profit and Loss, Mileage Log, Receipts, and for each year you have in QBSE.

Then, copy your data to QBO. Before doing so, please keep in mind that this process is irreversible. To do that:

1. Go to the Gear icon and select Upgrade from the Profile column.
2. Click Choose plan on the one you prefer.
3. Review the changes and select Sounds good.
4. Click Bring my data if you want to copy them to QBO. Otherwise, click Start Fresh. 
5. Review the summary of data, click Continue, and then To QuickBooks Online!
6. Verify your payment method and hit Change plan. 
7. Answer a few details about your business to start using QBO.

Learn more in this article: Switch from QuickBooks Self-Employed to QuickBooks Online.

Additionally, read this helpful reference before starting your QBO journey to find out how to set up your business for success and how our key features may be customized to meet your needs.: Get started and adjust settings after you sign up for QuickBooks Online.

Keep me updated on any concerns you have about migrating from QBSE to QBO. Just leave a response below, and I'll be right there to assist you further. Be safe, and wishing you continued success in your business!