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krystal-vitadrip
Level 1

Cant figure out how to transfer data like receipts, etc from self-employed to online

 
2 Comments 2
MirriamM
Moderator

Cant figure out how to transfer data like receipts, etc from self-employed to online

Thanks for reaching out, @krystal-vitadrip.

 

I'm here to help migrate your data from QuickBooks Self-Employed (QBSE) to QuickBooks Online (QBO).

 

Let's check your QBSE account first if you have the option to automatically move your data to QBO. 

 

Here's how:

  1. On your QBSE account, click the Gear icon. 
  2. Select Billing info.
  3. Look for the Explore QuickBooks Online plans button to start the upgrade.
  4. Select Switch plan or Choose plan for the QuickBooks Online plan you want.
  5. Follow the on-screen steps.

 

However, if the Explore QuickBooks Online plans button isn't available, you'll need to manually move your data. To do that, you'll have to download your transactions in a CSV file and import them into QBO, the same goes with your other data. 

 

For more information about this process, see this article: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Feel welcome to reach out to me again with any questions you may have. I would be more than happy to help. Take care and have a good day.

Fiat Lux - ASIA
Level 15

Cant figure out how to transfer data like receipts, etc from self-employed to online

@krystal-vitadrip 

Prepare your data in CSV and utilize an importer tool if required.

https://transactionpro.grsm.io/qbo

 

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