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rogers1966tax
Level 1

Need info on upgrading from QBSE to QBO. System won't give me that option under "Settings"

 
1 Comment 1
AnneMariee
QuickBooks Team

Need info on upgrading from QBSE to QBO. System won't give me that option under "Settings"

Welcome to the Community, rogers1966tax.

 

Let me help you upgrade from QuickBooks Self-Employed (QBSE) to QuickBooks Online (QBO).

 

There are two ways to move from QBSE to QBO. The direct way is through the Gear icon on your QBSE account and clicking the Upgrade option. If you can't see the option, I suggest contacting our support team so we can guide you in the move.

 

Additionally, you can also manually switch to QBO. Here's a step-by-step process on how:

 

  1. Download and save your QBSE data.
  2. Subscribe to QBO.
  3. Copy your data to QBO.
  4. Cancel your QBSE subscription.

 

You can also read this article for more info on moving from QBSE to QBO: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Once you're signed in to your QBO account, feel free to refer to this article on getting started: Get started and adjust settings after you sign up for QuickBooks Online.

 

Please let me know if you need further guidance in moving from QBSE to QBO. I'll be around to offer a helping hand.

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