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:
- Go to the Reports menu.
- In the Tax details section, select a tax year.
- 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.