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contactme-lancss
Level 1

Hello i have quick books selfemployed but just bought quick books online how do I migrate as I am struggling?

 
2 Comments 2
jamespaul
QuickBooks Team

Hello i have quick books selfemployed but just bought quick books online how do I migrate as I am struggling?

Hello, contactme-lancss.

 

I'll be glad to ease your struggles and help you switch from QuickBooks Self-Employed to the Online version.

 

You can automatically switch to QuickBooks Online by going to the Gear icon (the one beside your email address), then selecting Billing Info. Click on the Explore QuickBooks Online plans link to start the upgrade process. 

 

If you don't see the Explore QuickBooks Online plans link, you still have the option to manually transfer your data. Export your transactions then import them to QBO. Here's how: 

 

  1. Go to Transactions
  2. Click the export button above the ACTION column.
  3. Open the downloaded CSV file and review the transactions.
  4. Import the downloaded file to QuickBooks Online

 

Export1.PNG

 

More details about the process can be found here: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

When you're done, I'd recommend canceling your QuickBooks Self-Employed subscription to prevent unnecessary charges. 

 

After switching, you might want to read our articles to learn the ropes in QuickBooks Online. Browse the topics here and select an article of your choice. 

 

You can page me by tagging my username (@jamespaul) in the reply section below if you have more questions for QuickBooks Online in the future. I'm more than happy to help. 

Fiat Lux - ASIA
Level 15

Hello i have quick books selfemployed but just bought quick books online how do I migrate as I am struggling?

@contactme-lancss 

QBSE is a stand alone product and you are unable to migrate any data from other QB ones. OPen a new QBSE account and cancel your QBO one.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

 

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