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Level 1

How can I migrate my information from QB Online to QB Self employed?

I was using a Shopify account that was integrated with Quickbooks online . I switched back to Etsy which uses Quickbooks self employed. How do I migrate into one? What is the easiest/best approach?

2 Comments
Level 12

Re: How can I migrate my information from QB Online to QB Self employed?

There is no direct conversion from QBO to QBSE. All you can do is export and import lists

QuickBooks Team

Re: How can I migrate my information from QB Online to QB Self employed?

Hi there, @klokits.

 

Our Established Community Backer @john-pero provided you the correct information. In addition, what you can do is export the transactions from QuickBooks Online (QBO) and import it through .CSV File into QB Self-Employed (QBSE). 

 

You can check this article on how to export list data in QBO

 

Once done, you can now import your .CSV file 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 check this article: Import transactions from other sources.

 

If you need further assistance with the steps, you can reach out to our QB Self-Employed Support through this link: How to Contact QuickBooks Self-Employed Support?.

 

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

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