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Level 1

Help migrating from Quick Books Self Employed to Quickbooks online?

 
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QuickBooks Team
QuickBooks Team

Help migrating from Quick Books Self Employed to Quickbooks online?

Congratulations on your business success. I'm thrill to guide you on how to move your QuickBooks Self-Employed (QBSE) data into QuickBooks Online (QBO), info710.

 

To start a new QBO subscription, we'll need to manually import your data, and then cancel your QBSE subscription.

 

First, let's download your data from QBSE before unsubscribing it. Here's how:

 

  1. Go to the Reports menu.
  2. In the Tax details section, select a tax year.
  3. Hit Download to get a Tax Details report. Download a report for each tax year you have in QuickBooks.

Once done, proceed to Step 2 Download the transactions you need to move section in this article: Switch from QuickBooks Self-Employed to QuickBooks Online. Then, proceed to Step 3 until Step 5 to finish the migration process.

 

I have a link here that contains articles about getting started with QBO: https://quickbooks.intuit.com/learn-support/en-us/get-started/07.

 

Fill me in if you need a hand with managing your business in QBO. I'm glad to help.

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