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Connect with and learn from others in the QuickBooks Community.
Join nowI'm here to help you switch from QuickBooks Self-Employed (QBSE) to QuickBooks Online (QBO), bonesandfluff.
You can cancel QBSE and sign up again for QBO. Let me show you how:
You'll receive an email confirming the cancellation process.
To start with QBO, you can visit this link to choose your plan: https://quickbooks.intuit.com/online/. Toggle the on and off button if you want to buy or get a 30-day free trial.
If you've already started entering transaction in QBSE, you can switch to QBO.
Let me know if you need anything else by commenting below. I'll be around to help you.
Cancel your QBSE account and open a new QBO account
https:// quickbooks.grsm.io/US
https:// quickbooks.grsm.io/us- promo
Hello,
what if I have a QBO account but realized I only need QBSE. How do I change all the data and funds between the two accounts.
thanks for the help!
Thank you for joining the thread, @OldMan60.
QuickBooks Online (QBO) and QuickBooks Self-Employed (QBSE) are two different services. Thus, you'll have to cancel your QBO account, then subscribe to QBSE.
Here's how:
Take note that you'll still have read-only access for a year before we permanently delete all your data. I suggest exporting the records and reports that you might need in the future.
Once done, you can now subscribe to QuickBooks Self-Employed through this link: QuickBooks Plans & Pricing. I also encourage visiting our Getting Started page to help set up your new account.
Additionally, we can export bank transactions using a CSV file into QBSE. Check this article on how to export list data in QBO. Then, import your CSV file into QBSE. I'll guide you on how.
You can also add and connect your bank with QBSE. You'll want to check for a third-party application that can help transfer your data. Find apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/.
If you have any other questions about handling your QuickBooks accounts, please notify me by adding a comment below. I'm always here to help.
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