cancel
Showing results for 
Search instead for 
Did you mean: 
reedhairstyling
Level 1

How do you transfer data from quicken self employed

 
3 Comments 3
MaryLandT
Moderator

How do you transfer data from quicken self employed

Hi there, reedhairstyling,

 

I suggest contacting Quicken Self-Employed to help transfer your data. They can download the information for you and import it to QuickBooks Online (QBO).

 

Please use this link to get in touch with them: How to Contact Quicken Support. It provides several ways on how to contact them.

 

After saving your data, you can then import it to QBO. Just a heads up, you can only import the following information to QBO:

Each link above provides the format and detailed steps on how to transfer information successfully to QBO.

 

To see how your Excel files should look, download and open these samples:

Keep me posted if there's anything else you need with transferring data. I'm always around to help you out.

Lenand10
Level 1

How do you transfer data from quicken self employed

I have quickbooks online and quick books self employed. Can I transfer from QBO to self employed?

ChristieAnn
QuickBooks Team

How do you transfer data from quicken self employed

Hi there, Lenand10.

 

Yes, you can transfer your data from QuickBooks Online to QuickBooks Self-Employed.

 

You'll need to export your data or transactions from QBO and import it through.CSV File into QBSE. And, please take note you can only import list transactions. Like, Charts of Accounts, Product and Services, Customer and, vendor.

 

For additional information about exporting your data from QBO, you can check this article: Move your lists to QuickBooks Online. This contains information.

 

Once done, you can now import your exported data into QBSE. 

 

Here's how:

 

  1. Select the Gear Icon at the top.
  2. Choose Imports.
  3. Click Imports old transactions on the right for the account you want the transactions to belong to.
  4. Follow the instructions onscreen to finish importing your data.
  5. Select import.

 

For additional reference, you can refer to this article: Import transactions from other sources.

 

Please check this article to see more information about how QBSE track your business income and tax obligations: QuickBooks Self-Employed Overview.

 

Don't hesitate to click the Reply button if you have further questions about exporting/importing transactions from QBO to QBSE. Have a good one!

Need to get in touch?

Contact us