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tsk14
Level 1

Does anyone know how to merge two accounts? I had self-employed account and am trying to merge it with my small business account?

 
3 Comments 3
KlentB
Moderator

Does anyone know how to merge two accounts? I had self-employed account and am trying to merge it with my small business account?

I'll share some information about how QuickBooks Self-Employed works, tsk14.

 

The option to merge a QBSE account to a QBO account is unavailable. QuickBooks Self-Employed is not a double-entry bookkeeping program and does not contain registers that's why we're unable to convert your data to QuickBooks Online.

 

You can visit this article to learn about the import, export, and conversion limitations for QuickBooks Self-Employed.

 

For now, we can export your transactions from QuickBooks Self-Employed through, then import them to QuickBooks Online manually. You can refer to this article for the detailed steps and additional information: How To Import Bank Transactions Using Excel CSV Files.

 

You'll also want to consider switching from QuickBooks Self-Employed to QuickBooks Online. This way, it will be easier for you to move your data. Before you start, we'll have to download all of your work from QuickBooks Self-Employed for reference. You can follow these simple steps:

 

  1. Select Reports from the sidebar menu.
  2. In the Tax details section, select a tax year.
  3. Select Download to get a Tax Details report.
  4. Download a report for each tax year you have in QuickBooks.

Then, we can now start moving your data to QuickBooks Online.

 

Our doors are always open to help you. Feel comfortable to tap us if you need assistance in managing your account. Have an awesome weekend ahead.

ORDPackFan
Level 1

Does anyone know how to merge two accounts? I had self-employed account and am trying to merge it with my small business account?

I have a related question.  I have had a QBO, quickbooks online, account for years, but when I tried to add premium support recently, your system created a second company with precisely the same name.  The new company has no data and, of course, is not the one on which I need the support.   Any suggestions, or will they be able to support the old account via this subscription?

Rubielyn_J
QuickBooks Team

Does anyone know how to merge two accounts? I had self-employed account and am trying to merge it with my small business account?

I appreciate your time posting here in the Community, @ORDPackFan. Let me provide some information on how to fix this. 

 

The support will depend on what account it is linked to. That being said, you may want to transfer your transactions from the old to the new account. However, QuickBooks Online can only export and import lists, like Chart of Accounts, vendor lists, customer lists, and product and services list from one company file to another. 

 

Here's a helpful article that you can read on for more details: Move your lists to QuickBooks Online.

 

Additionally, I encourage you to contact our support team. This way, they can check if they have the option to link the premium support to your old account. Otherwise, they can guide you in moving your transactions to the new one.

 

Here's how: 

  1. Sign in to your QuickBooks Online company.
  2. Go to the Help (?) menu at the top right.
  3. Enter your concern, and then choose Let's talk.
  4. Click Contact Us to connect with a live support agent.
  5. Choose a way to connect with us.

You'll want to manage your Online subscription. Please check out this reference for the details: Update billing, payment, and subscription info in QuickBooks Online.

 

Let me know if you have any questions. I'll be here to extend my helping hand. Have a wonderful day!

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