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When I filed with TurboTax this year, it gave me a free year of QB Self-Employed. I want to convert that to QB Online, which I already use. How can I do this?

 
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Re: When I filed with TurboTax this year, it gave me a free year of QB Self-Employed. I want to c...

Good day, stefanoblack,

 

The free one-year subscription from TurboTax is exclusive to QuickBooks Self-Employed. It's complimentary from filing through TurboTax. Converting it to QuickBooks Online is unavailable.

 

You can export your data to TurboTax directly if you have QBSE.

 

For you to be able to get your free QBSE account, follow these steps:

  1. Use this link: https://selfemployed.intuit.com/turbotax.
  2. Make sure to log in using your TurboTax login credentials when you sign up for the service.

Here's an article for future reference: QuickBooks Self-Employed Overview.

 

Let me know if you have more questions about QBSE.

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Re: When I filed with TurboTax this year, it gave me a free year of QB Self-Employed. I want to c...

That's a terrible policy. What good is a promotion for Product A that penalizes existing users of Product B by the same company? It's like getting a discount on an iPhone that says "Oops, can't use this if you already own a MacBook."

The two services are already nearly identical anyway—and yet, to my knowledge there is no way to easily port all my existing information and expenses from QBO to QBSE. Manually transferring all that data to a different QuickBooks would take me weeks that I definitely cannot spare.|

I either need to see that there's an easy, automated way to port my data from QBO to QBSE—which would be absurd for Intuit not to build into these apps—or to be directed to whoever has the ability to manually discount my QBO subscription. I'd rather leave Intuit products completely than spend weeks redoing my books over such an ill-conceived promotion.

Not applicable

Re: When I filed with TurboTax this year, it gave me a free year of QB Self-Employed. I want to c...

Hi Mary,

Thanks for your prompt reply!

However, that is a terrible policy. What good is a promotion for Product A that penalizes existing users of Product B by the same company? It's like getting a discount for the iPhone that says "Oops, can't use this if you already own a MacBook."

The two services are already nearly identical anyway—and yet, to my knowledge there is no way to easily port all my existing information and expenses from QBO to QBSE. Manually transferring all that data to a different QuickBooks would take me weeks that I definitely cannot spare, despite the fact that I'd be gaining next to zero new or improved features in the process.

I either need an easy, automated way to port my data from QBO to QBSE—which would be truly inconceivable for Intuit not to build into these apps—or to be directed to whoever has the ability to manually discount my QBO subscription. I know this is possible, every company says it's impossible and that's never the truth. I'd rather leave Intuit products completely than spend weeks redoing my books over such an ill-conceived promotion or keep paying for a year of service I've been supposedly offered for free.

QuickBooks Team

Re: When I filed with TurboTax this year, it gave me a free year of QB Self-Employed. I want to c...

Thanks for your response, stefanoblack.


Allow me to step in for a moment and share some additional information about transferring your QuickBooks Online transactions to QuickBooks Self-Employed.


There isn't a direct way of moving the online data, you can still connect your bank to QBSE to download them.


To connect a bank account:

 

  1. In your QBSE company, go to the Gear icon at the top.
  2. Choose Bank Accounts, then click Connect account.
  3. In the search box, enter the name or the URL of your financial institution.
  4. Enter the login information you use at your bank's website.
  5. Choose Connect securely.


For more in-depth information, check out the Connect a bank account article.


Both platforms are similar products with different interfaces. QBO is a double-entry accounting, while QBSE is a single entry bookkeeping. For your invoices, you still have to manually add them.


I'll pass along this information to our Product Development Team and suggest this opportunity so that they can look into it. To keep you in the loop for any product updates or enhancements, you can always visit the QBO Blog site

 

This information should point you in the right direction. Stay in touch if you have additional questions about QuickBooks. I'm always ready to answer them.

 

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